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BANDHAN Sterling Value Fund vs UTI Value Fund compare
Bandhan Value Fund - Regular Plan - Growth
UTI Value Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹9964 Cr | ₹9899 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 07 Mar 2008 | 20 Jul 2005 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 15% | 28% |
| Expense Ratio | 1.77 | 1.82 |
| Manager | Ritika Behera | Amit Kumar Premchandani |
| ISIN Code | INF194K01342 | INF789F01AG5 |
| Exits Load | Bandhan Sterling Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.53% | 3.13% |
| 6 Month | 11.7% | 13.84% |
| 1 Year | -5.51% | -1.75% |
| 3 Year | 16.45% | 17.57% |
| 5 Year | 27.7% | 22.33% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.03% | 3.96% |
| 1 Year | 1.77% | 6.54% |
| 3 Year | 12.98% | 17.2% |
| 5 Year | 17.26% | 17.23% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.24% | 13.04% |
| 3 Year | 17.87% | 14.19% |
| 5 Year | 16.89% | 13.49% |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.97% | 12.09% |
| Sharp | 0.79% | 0.89% |
| Beta | 0.86% | 0.91% |
| Alpha | 2.68% | 2.75% |
Fund Managers
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Ritika Behera | Amit Kumar Premchandani |
| Total AUM | ₹43013 Cr | ₹13572 Cr |
| Funds Managed | 19 | 3 |
| Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 8.95 | 2.58 |
| Large Cap | 61.17 | 66.05 |
| Small Cap | 16.38 | 15.39 |
| Mid Cap | 13.49 | 15.99 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 8.95 | 0.87 |
| Energy | 9.33 | 5.52 |
| Technology | 8.1 | 10.15 |
| Basic Materials | 7.91 | 8.17 |
| Industrials | 5.88 | 6.16 |
| Financial Services | 32.61 | 33.57 |
| Healthcare | 5.72 | 8.23 |
| Consumer Cyclical | 11.37 | 13.85 |
| Consumer Defensive | 6.78 | 2.38 |
| Real Estate | 1.24 | 1.35 |
| Utilities | 2.1 | 2.69 |
| Communication Services | - | 7.07 |
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