Aditya Birla Sun Life Banking and Financial Services Fund vs UTI Banking and Financial Services Fund compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
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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