BANDHAN Sterling Value Fund vs UTI Value Fund compare

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Bandhan Value Fund - Regular Plan - Growth

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UTI Value Fund- Regular Plan - Growth Option

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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

Scheme Name	Bandhan Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
1 Month	-0.44%	1.02%
6 Month	4.76%	6.59%
1 Year	-0.91%	4.03%
3 Year	20.75%	21.94%
5 Year	30.48%	23.84%

Scheme Name	Bandhan Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
6 Month	6.24%	7.98%
1 Year	4.95%	9.49%
3 Year	16.45%	20.19%
5 Year	20.11%	19.2%

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%

Scheme Name	Bandhan Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
Standard Deviation	12.54%	12.09%
Sharp	1.21%	1.27%
Beta	0.86%	0.92%
Alpha	3.00%	2.58%

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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

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

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