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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) ₹3497 Cr ₹1305 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 -1.16% -0.87%
6 Month 15.12% 14.77%
1 Year 10.3% 12.51%
3 Year 15.85% 16.4%
5 Year 21.42% 21.28%

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 2.69% 2.28%
1 Year 11.09% 11.83%
3 Year 14.18% 15.5%
5 Year 14.87% 15.51%

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 15.79% 14.5%
3 Year 14.93% 13.56%
5 Year 12.88% 11.93%

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 13.19% 12.68%
Sharp 0.79% 0.83%
Beta 0.90% 0.86%
Alpha 4.60% 4.91%

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 13.82 10.74
Small Cap 16.13 15.44
Mid Cap 8.75 8.44
Large Cap 61.3 65.38

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 2.01 0.89
Financial Services 96.87 98.63
Technology 1.12 0.48

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