Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

BANDHAN Sterling Value Fund vs UTI Value Fund compare

Link copied to clipboard!

tortoise-icon Bandhan Value Fund - Regular Plan - Growth

Invest Now

tortoise-icon UTI Value Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹9961 Cr ₹9752 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 2.37% 3.66%
6 Month 0.85% 2.55%
1 Year 0.75% 6.2%
3 Year 22.84% 23.54%
5 Year 31.18% 24.19%

SIP Return Analysis

Scheme Name Bandhan Value Fund - Regular Plan - Growth UTI Value Fund- Regular Plan - Growth Option
6 Month 7.96% 9.42%
1 Year 6.57% 10.67%
3 Year 18.13% 21.6%
5 Year 21.41% 20.1%

Rolling Lumpsum Returns

Scheme Name Bandhan Value Fund - Regular Plan - Growth UTI Value Fund- Regular Plan - Growth Option
1 Year 12.66% 13.26%
3 Year 17.68% 14.11%
5 Year 16.72% 13.44%

Risk Management

Scheme Name Bandhan Value Fund - Regular Plan - Growth UTI Value Fund- Regular Plan - Growth Option
Standard Deviation 13.24% 12.09%
Sharp 0.95% 0.98%
Beta 0.88% 0.93%
Alpha 2.57% 2.1%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 8.88 3.15
Large Cap 59.89 66.89
Small Cap 16.5 14.38
Mid Cap 14.73 15.57

Sector Allocation

Scheme Name

Bandhan Value Fund - Regular Plan - Growth

UTI Value Fund- Regular Plan - Growth Option

Others 8.83 1.9
Basic Materials 9.15 8.06
Energy 9.21 5.74
Technology 7.65 10.71
Industrials 6.72 6.51
Financial Services 31.02 33.8
Healthcare 5.69 7.21
Consumer Cyclical 11.2 13.49
Consumer Defensive 7.27 2.22
Real Estate 1.92 1.34
Utilities 1.34 2.68
Communication Services - 6.33

Top Comparisons

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns26.24%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns26.67%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns7.08%

VS

DSP Ultra Short Fund - Regular Plan - Growth DSP Ultra Short Fund - Regular Plan - Growth

3Y Returns6.71%

Compare Now

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns15.53%

VS

SBI Balanced Advantage Fund Regular Growth SBI Balanced Advantage Fund Regular Growth

3Y Returns16.18%

Compare Now

SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth

3Y Returns25.07%

VS

Tata Children's Fund - Regular Plan - Growth Option Tata Children's Fund - Regular Plan - Growth Option

3Y Returns19.58%

Compare Now
Add to Cart Successfully