UTI Banking and Financial Services Fund
Holdings
31
Concentrated
Top 10 weight
80%
Concentration
Strategy data
N/A
Not reported
Equity
96%
Asset allocation
Portfolio
5Sectors
6Large positions
62.1%Top: Banks
0.0%Cash
Market-cap allocation
Large cap69%
Mid cap9%
Small cap9%
Asset allocation
Equity96%
Top holdings
EQ - HDFC BANK LIMITEDEQUITY
17.3%EQ - ICICI BANK LTDEQUITY
12.5%EQ - AXIS BANK LTD.EQUITY
9.7%EQ - STATE BANK OF INDIAEQUITY
8.9%8.8%
EQ - BAJAJ FINANCE LTD.EQUITY
7.9%EQ - SHRIRAM FINANCE LTDEQUITY
3.8%3.8%
3.6%
NET CURRENT ASSETSDERIVATIVE
3.6%EQ - BAJAJ FINSERV LTD.EQUITY
2.1%1.8%
1.7%
1.7%
1.6%
1.5%
1.0%
EQ - PB FINTECH LTDEQUITY
0.95%0.94%
0.87%
EQ - INDUSIND BANKEQUITY
0.83%0.74%
0.72%
0.70%
0.66%
0.56%
0.53%
0.48%
0.25%
0.01%
AI Smart summary
Portfolio read
- 96% equity.
- 31 disclosed positions across 5 classified equity sectors.
- Largest equity sector is Banks at 62.1% of the portfolio.
- Large-cap exposure is 69%.
Watchpoints
- Top 10 positions account for 80%, indicating high portfolio concentration.
- Sector concentration is elevated: Banks represents 62%.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
HDFC Manufacturing fund91 holdings · 34% top 10 · 80% AS
UTI Quant Fund89 holdings · 36% top 10
Icici Prudential Energy Opportunities Fund88 holdings · 43% top 10 · 83% AS
ICICI Prudential Business Cycle Fund86 holdings · 50% top 10 · 70% AS
Edelweiss Technology Fund84 holdings · 54% top 10
Axis Business Cycles Fund81 holdings · 29% top 10 · 67% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
62.1%
20.3%
9.3%
3.1%
1.7%