- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1141 Cr | ₹1382 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 | -1.04% | 1.58% |
| 6 Month | 3.33% | 6.35% |
| 1 Year | 17.12% | 21.32% |
| 3 Year | - | 17.88% |
| 5 Year | - | 16.05% |
SIP Return Analysis
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.8% | 2.86% |
| 1 Year | 13.82% | 13.96% |
| 3 Year | - | 15.02% |
| 5 Year | - | 14.9% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.39% | 14.27% |
| 3 Year | - | 13.78% |
| 5 Year | - | 12.23% |
Risk Management
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.26% |
| Sharp | - | 0.72% |
| Beta | - | 0.93% |
| Alpha | - | 1.64% |
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 | 12.64 | 14.82 |
| Mid Cap | 16.69 | 8.39 |
| Small Cap | 16.31 | 10.75 |
| Large Cap | 54.36 | 66.04 |
Sector Allocation
| Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.13 | 1.77 |
| Financial Services | 93.94 | 97.19 |
| Technology | 3.53 | 1.04 |
| Healthcare | 0.4 | - |
Top Comparisons
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.8%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.8%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
3Y Returns20.45%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns21.14%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns8.39%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.28%
