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)	₹4290 Cr	₹1356 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	-3.7%	-3.87%
6 Month	11.93%	13.01%
1 Year	8.14%	9.64%
3 Year	17.9%	17.47%
5 Year	-	22.03%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month	6.66%	5.34%
1 Year	17.46%	16.58%
3 Year	17.58%	17.84%
5 Year	-	17.14%

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	13.81%	14.09%
Sharp	1.18%	1.16%
Beta	0.89%	0.89%
Alpha	6.00%	6.00%

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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