- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | -2.28% | -2.34% |
| 6 Month | 7.28% | 8.12% |
| 1 Year | -2.33% | 1.69% |
| 3 Year | 17.16% | 17.79% |
| 5 Year | 27.92% | 21.87% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.44% | 3.02% |
| 1 Year | -0.03% | 3.49% |
| 3 Year | 13.49% | 17.14% |
| 5 Year | 17.8% | 17.25% |
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 | 0.95% | 1.03% |
| Beta | 0.85% | 0.9% |
| Alpha | 2.74% | 2.65% |
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 |
Top Comparisons
SBI Large Cap Fund-Regular Plan Growth
3Y Returns13.68%
Mirae Asset Large Cap Fund - Growth Plan
3Y Returns12.19%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.04%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns7.2%
Kotak Medium Term Fund - Growth
3Y Returns7.47%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns6.85%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns14.12%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns14.76%
