UBL Financial Sector Fund

UBL Financial Sector Fund (UFSF) is an open end sector fund (financial) which aims to provide long term Capital appreciation.

UBL Financial Sector Fund

Why invest in UBL Financial Sector Fund?

  • Potential for Higher Returns

  • Professional management of your money by experienced fund managers

  • Exposure in Diversified Financial Products

  • No charges on withdrawal of your money

UBL Financial Sector Fund (UFSF) is to provide investors long‐term capital appreciation by investing primarily in a mix of actively managed portfolio of listed equities that offer capital gains and dividends yield potential preferably in the Financial Sector.

UBL Financial Sector Fund (UFSF) is ideal for investors who:

  • Want to save money for a long-term goal
  • Will not be requiring your money over the short-term
  • Can withstand fluctuations in the value of your investments for longer-term gains

Net Asset Value

Offer Price171.1849
Selling Price 165.5720
As on: 22-May-2024

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UBL Financial Sector Fund

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Fund Information
Rs.500Minimum investment
Rs.500Minimum subsequent investment
Investment charges 3% of Net Asset Value
Management fee (annual) Up to 3% of Net Asset Value
Fund ratingN/A
Redemption (withdrawl) charges
Nil 1st Year
Nil 2nd Year
Nil 3rd Year
Risk & Reward Potential


Risk of Prinicipal Erosion


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    Disclaimer: All investments in mutual funds are subject to market risks. The NAV of units may go up or down based on market conditions. Past performance is not necessarily indicative of future results. Investors are advised in their own interest to carefully read the contents of the Offering Document of UFSF, in particular the investment policies mentioned in Clause 2.1.1, risk factors mentioned in Clause 2.8, taxation policies mentioned in Clause 7, and warning in Clause 9, before making any investment decision. UBL Funds may share commission out of management fee earned to the sales teams of the Company or its distributor(s) earned on his/her/their own investment(s)

    Fund Documents

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