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)	₹4041 Cr	₹1255 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	0.56%	0.98%
6 Month	16.36%	14.96%
1 Year	4.82%	8.27%
3 Year	15.1%	14.9%
5 Year	-	21.13%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month	0.64%	1.07%
1 Year	12.52%	13.72%
3 Year	14.24%	15.5%
5 Year	-	15.18%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year	16.2%	14.5%
3 Year	15.28%	13.56%
5 Year	-	11.93%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation	12.84%	12.73%
Sharp	0.63%	0.62%
Beta	0.89%	0.86%
Alpha	4.76%	4.70%

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