Baroda BNP Paribas Banking and Financial Services Fund vs UTI Banking and Financial Services Fund compare

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tortoise-icon UTI Banking and Financial Services Fund - Regular Plan - Growth Option

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tortoise-icon Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

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Chart Comparison

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

Overview

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Fund UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1002 Cr ₹112 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Aug 2005 22 Jun 2012
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI NIFTY Financial Services TRI
Turn Over 20% 82%
Expense Ratio 2.27 2.46
Manager Preethi R S Miten Vora
ISIN Code INF789F01372 INF955L01856
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
1 Month 4.3% 3.83%
6 Month 9.91% 8.54%
1 Year 24.9% 26.2%
3 Year 15.2% 14.88%
5 Year 11.2% 11.83%

SIP Return Analysis

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
6 Month - -
1 Year 9.81% 10.39%
3 Year 27.72% 28%
5 Year 51.42% 48.14%

Rolling Lumpsum Returns

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
1 Year 17.09% 15.59%
3 Year 43.58% 39.97%
5 Year 60.16% 55.7%

Risk Management

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Standard Deviation 14.94% 15.28%
Sharp 0.6% 0.57%
Beta 0.94% 0.94%
Alpha 3% 2.59%

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Fund Managers

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Name Preethi R S Miten Vora
Total AUM ₹1002 Cr ₹6478 Cr
Fund Manage 1 6
UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Market Cap

Scheme Name

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Large Cap 67.14 69.77
Mid Cap 11.15 10.97
Small Cap 20.11 15.09
Others 1.62 4.19

Sector Allocation

Scheme Name

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Financial 94.29 96.07
Insurance 3.5 -
Others 1.21 0.59
Services 1.02 3.36

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