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Bandhan Financial Services Fund vs UTI Banking and Financial Services Fund compare
Bandhan Financial Services Fund - Regular (G)
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1086 Cr | ₹1305 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 | -3.03% | -3.05% |
| 6 Month | 12.86% | 14.13% |
| 1 Year | 11.34% | 12.95% |
| 3 Year | - | 15.79% |
| 5 Year | - | 21.54% |
SIP Return Analysis
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.49% | 2.28% |
| 1 Year | 8.67% | 11.83% |
| 3 Year | - | 15.5% |
| 5 Year | - | 15.51% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.44% | 14.5% |
| 3 Year | - | 13.56% |
| 5 Year | - | 11.93% |
Risk Management
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.68% |
| Sharp | - | 0.83% |
| Beta | - | 0.86% |
| Alpha | - | 4.91% |
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 | 10.38 | 10.74 |
| Mid Cap | 15.62 | 8.44 |
| Large Cap | 57.26 | 65.38 |
| Small Cap | 16.74 | 15.44 |
Sector Allocation
| Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.25 | 0.89 |
| Financial Services | 94.72 | 98.63 |
| Technology | 2.03 | 0.48 |
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