43
Banking & FinancialAvoid
UTI BankIng And FIn Services
UTI · Direct–Growth · rank #18 of 30 by Smart Score
Trailing returns
1 Year
5.2%
+1.6% vs index
3 Years
14.1%
+4.8% vs index
5 Years
13.3%
+2.3% vs index
Since launch
11.9%
Year-by-year performance
2021
+15.5%+2.5% vs index
2022
+16.4%-5.4% vs index
2023
+20.8%+7.8% vs index
2024
+12.3%+6.3% vs index
2025
+17.5%-0.3% vs index
2026
+1.4%+2.9% vs index
Why this score
UTI BankIng And FIn Services scores 43/100 — #18 of 30 Banking & Financial fund (Avoid). It stands out for volatility and fund size — beating 77% of peers on volatility. The main drag is its expense ratio (better than only 15% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Expense ratio1.43% · 15th percentile in category
5Y return13.25% · 35th percentile in category
Volatility15.59 · 77th percentile in category
3Y return14.11% · 38th percentile in category
Fund size1429.59 Cr · 62nd percentile in category
Alpha2.67 · 40th percentile in category