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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) | ₹10302 Cr | ₹10058 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 | 0.71% | 0.36% |
| 6 Month | 1.59% | 2.6% |
| 1 Year | -0.06% | 1.09% |
| 3 Year | 16.74% | 17.42% |
| 5 Year | 23.02% | 18.21% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.67% | 3.2% |
| 1 Year | 13.84% | 15.03% |
| 3 Year | 13.67% | 16.97% |
| 5 Year | 16.49% | 16.76% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.68% | 12.86% |
| 3 Year | 18.25% | 14.4% |
| 5 Year | 17.41% | 13.56% |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.92% | 12.09% |
| Sharp | 0.86% | 0.92% |
| Beta | 0.88% | 0.91% |
| Alpha | 2.68% | 2.4% |
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 | 9.21 | 3.35 |
| Large Cap | 61.35 | 66.48 |
| Small Cap | 15.93 | 15.22 |
| Mid Cap | 13.51 | 14.95 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 8.45 | 1.18 |
| Energy | 9.68 | 5.58 |
| Technology | 9.16 | 10.08 |
| Industrials | 5.03 | 6.27 |
| Basic Materials | 7.29 | 6.5 |
| Financial Services | 33.52 | 33.49 |
| Healthcare | 5.17 | 7.86 |
| Consumer Defensive | 7.91 | 2.22 |
| Consumer Cyclical | 10.09 | 14.24 |
| Communication Services | 0.76 | 7.71 |
| Real Estate | 0.9 | 2.21 |
| Utilities | 2.04 | 2.67 |
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