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Aditya Birla Sun Life Banking and Financial Services Fund vs UTI Banking and Financial Services Fund compare

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tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

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tortoise-icon UTI Banking and Financial Services Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3606 Cr ₹1347 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Dec 2013 01 Aug 2005
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI Nifty Financial Services TRI
Turn Over 20% 20%
Expense Ratio 1.99 2.22
Manager Dhaval Gala Preethi R S
ISIN Code INF209K011W7 INF789F01372
Exits Load Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 UTI Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month 2.37% 1.77%
6 Month 7.45% 6.21%
1 Year 11.29% 11.71%
3 Year 15.32% 15.28%
5 Year 16.3% 16.48%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month 6.07% 5.11%
1 Year 23.92% 21.72%
3 Year 16.43% 17.15%
5 Year 15.54% 15.89%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 15.42% 14.24%
3 Year 15.18% 13.72%
5 Year 13.08% 12.17%

Risk Management

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation 15.35% 14.94%
Sharp 0.76% 0.78%
Beta 0.97% 0.93%
Alpha 1.56% 1.61%

Fund Managers

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name Dhaval Gala Preethi R S
Total AUM ₹23597 Cr ₹1002 Cr
Funds Managed 7 1
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Others 2.26 0.96
Small Cap 16.24 12.85
Large Cap 67.01 75.37
Mid Cap 14.5 10.84

Sector Allocation

Scheme Name

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Others 2.26 0.96
Finance 25.77 19.85
Capital Markets 5.49 3.82
Insurance 6.88 7.85
Banks 59.61 66.71
Financial Technology (Fintech) - 0.83

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