HDFC Banking and Financial Services Fund vs UTI Banking and Financial Services Fund compare

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HDFC Banking and Financial Services Fund - Growth Option

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UTI Banking and Financial Services 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	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4135 Cr	₹1287 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	30 Jun 2021	01 Aug 2005
Category	Banking & Financial	Banking & Financial
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Financial Services TRI	Nifty Financial Services TRI
Turn Over	26.23%	20%
Expense Ratio	1.9	2.22
Manager	Dhruv Muchhal	Preethi R S
ISIN Code	INF179KC1BJ4	INF789F01372
Exits Load	HDFC Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	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

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month	4.12%	3.2%
6 Month	6.79%	6.69%
1 Year	11.49%	11.15%
3 Year	16.8%	15.98%
5 Year	-	21.18%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month	-0.09%	0.33%
1 Year	10.79%	12.03%
3 Year	12.85%	14.12%
5 Year	-	14.29%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year	15.86%	14.21%
3 Year	15.32%	13.67%
5 Year	-	12.02%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation	12.52%	12.36%
Sharp	0.79%	0.74%
Beta	0.94%	0.92%
Alpha	2.41%	1.83%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name	Dhruv Muchhal	Preethi R S
Total AUM	₹520687 Cr	₹1002 Cr
Funds Managed	40	1
	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option