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Baroda BNP Paribas Banking and Financial Services Fund vs UTI Banking and Financial Services Fund compare
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Chart Comparison
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) | ₹1128 Cr | ₹214 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 | 2.22 | 2.42 |
| Manager | Preethi R S | Miten Vora |
| ISIN Code | INF789F01372 | INF955L01856 |
| Exits Load | UTI Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./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 | 2.73% | 1.92% |
| 6 Month | 5.5% | 3.43% |
| 1 Year | 14.92% | 16.51% |
| 3 Year | 22.9% | 22.68% |
| 5 Year | 23.67% | 22.04% |
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 | 10.9% | 9.71% |
| 1 Year | 20.67% | 19.44% |
| 3 Year | 18.74% | 19.2% |
| 5 Year | 17.71% | 17.34% |
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 | 14.58% | 12.02% |
| 3 Year | 13.47% | 12.1% |
| 5 Year | 11.81% | 11.62% |
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 | 14.251% | 15.28% |
| Sharp | 0.511% | 0.94% |
| Beta | 0.915% | 0.95% |
| Alpha | 3.729% | 2.14% |
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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 |
| Funds Managed | 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 |
|---|---|---|
| Others | 10.02 | 3.58 |
| Small Cap | 16.31 | 7.7 |
| Large Cap | 63.41 | 76.79 |
| Mid Cap | 10.27 | 11.93 |
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 |
|---|---|---|
| Others | 4.54 | 3.58 |
| Financial Services | 95.39 | - |
| Technology | 0.08 | - |
| Capital Markets | - | 6.34 |
| Finance | - | 12.85 |
| Banks | - | 72.1 |
| Financial Technology (Fintech) | - | 1.33 |
| Insurance | - | 3.8 |
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