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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) ₹1086 Cr ₹1356 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 2.12% 1.86%
6 Month 13.29% 17.92%
1 Year 12.28% 12.67%
3 Year - 22.08%
5 Year - 22.83%

SIP Return Analysis

Scheme Name Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month 9.33% 9.6%
1 Year 19.08% 23.04%
3 Year - 19.08%
5 Year - 17.81%

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 - 14.09%
Sharp - 1.16%
Beta - 0.89%
Alpha - 6.00%

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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 8.29 6.9
Mid Cap 14.31 9.22
Large Cap 64.96 65.32
Small Cap 12.44 18.56

Sector Allocation

Scheme Name

Bandhan Financial Services Fund - Regular (G)

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

Others 4.87 2.04
Financial Services 93.14 97.47
Technology 1.99 0.49

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