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Bandhan Financial Services Fund vs UTI Banking and Financial Services Fund compare

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tortoise-icon Bandhan Financial Services Fund - Regular (G)

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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 Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1039 Cr ₹1295 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Jul 2023 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%
Expense Ratio 2.23 2.22
Manager Manish Gunwani Preethi R S
ISIN Code INF194KB1GE6 INF789F01372
Exits Load Bandhan Financial Services Fund - Regular Plan - Growth charges 0.5% 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 Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month 3.79% 4.43%
6 Month 9.37% 14.34%
1 Year 14.7% 14.85%
3 Year - 24.31%
5 Year - 23.51%

SIP Return Analysis

Scheme Name Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month 12.32% 12.81%
1 Year 23.05% 26.77%
3 Year - 21.1%
5 Year - 19.06%

Rolling Lumpsum Returns

Scheme Name Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 19.57% 14.58%
3 Year - 13.47%
5 Year - 11.81%

Risk Management

Scheme Name Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation - 14.77%
Sharp - 0.87%
Beta - 0.91%
Alpha - 4.56%

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Fund Managers

Scheme Name Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name Manish Gunwani Preethi R S
Total AUM ₹8731 Cr ₹1002 Cr
Funds Managed 4 1
Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Bandhan Financial Services Fund - Regular (G)

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

Others 10.05 10.02
Mid Cap 15.81 10.27
Small Cap 9.79 16.31
Large Cap 64.35 63.41

Sector Allocation

Scheme Name

Bandhan Financial Services Fund - Regular (G)

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

Others 6.97 4.54
Financial Services 90.91 95.39
Technology 1.75 0.08
Healthcare 0.37 -

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