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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) | ₹9942 Cr | ₹9672 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 | 1.23% | 0.33% |
| 6 Month | 12.76% | 15.22% |
| 1 Year | -3.66% | -1.26% |
| 3 Year | 17.66% | 19.01% |
| 5 Year | 26.98% | 21.45% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.41% | 1.96% |
| 1 Year | 8.34% | 10.74% |
| 3 Year | 13.67% | 17.28% |
| 5 Year | 17.07% | 17.01% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.91% | 12.96% |
| 3 Year | 17.74% | 14.28% |
| 5 Year | 16.99% | 13.52% |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.88% | 12.09% |
| Sharp | 0.85% | 0.95% |
| Beta | 0.87% | 0.91% |
| Alpha | 2.01% | 2.29% |
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 | 2.76 |
| Large Cap | 61.79 | 65.84 |
| Small Cap | 16.04 | 15.57 |
| Mid Cap | 12.96 | 15.83 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 8.66 | 0.6 |
| Energy | 9.14 | 5.46 |
| Technology | 8.97 | 10.58 |
| Basic Materials | 8.18 | 8 |
| Industrials | 5.41 | 6.12 |
| Financial Services | 32.47 | 32.48 |
| Healthcare | 5.2 | 8.29 |
| Consumer Cyclical | 10.88 | 14.56 |
| Consumer Defensive | 7.63 | 2.37 |
| Communication Services | 0.55 | 7.49 |
| Real Estate | 0.83 | 1.4 |
| Utilities | 2.08 | 2.66 |
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