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UTI Banking and Financial Services Fund

UTI Mutual Fund Sectoral / Thematic As of 2026-06-30
Holdings
30
Concentrated
Top 10 weight
79%
Concentration
Strategy data
N/A
Not reported
Equity
97%
Asset allocation

Portfolio

5Sectors 7Large positions 61.1%Top: Banks 2.5%Cash

Market-cap allocation

Large cap73%
Mid cap9%
Small cap8%

Asset allocation

Equity97%
Cash3%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 97% equity, 3% cash.
  • 30 disclosed positions across 5 classified equity sectors.
  • Largest equity sector is Banks at 61.1% of the portfolio.
  • Large-cap exposure is 73%.

Watchpoints

  • Top 10 positions account for 79%, indicating high portfolio concentration.
  • Sector concentration is elevated: Banks represents 61%.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Sectoral / Thematic.

UTI Quant Fund89 holdings · 36% top 10
Sundaram Multi-Factor Fund77 holdings · 28% top 10
UTI Infrastructure Fund66 holdings · 56% top 10
Edelweiss Business Cycle Fund64 holdings · 31% top 10
Union Business Cycle Fund63 holdings · 40% top 10

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks61.1%
Finance23.3%
Insurance9.4%
Capital Markets2.7%
Financial Technology (Fintech)0.9%