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

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tortoise-icon HDFC Banking and Financial Services Fund - Growth Option

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tortoise-icon 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) ₹4128 Cr ₹1295 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

Trailing Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month 2.8% 2.44%
6 Month 10.61% 11.71%
1 Year 11.24% 13.63%
3 Year 23.32% 23.25%
5 Year - 22.9%

SIP Return Analysis

Scheme Name HDFC Banking and Financial Services Fund - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month 9.91% 9.49%
1 Year 18.7% 20.08%
3 Year 18.31% 19.1%
5 Year - 18.03%

Rolling Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 17.14% 14.58%
3 Year 14.76% 13.47%
5 Year - 11.81%

Risk Management

Scheme Name HDFC Banking and Financial Services Fund - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation 14.34% 14.77%
Sharp 0.92% 0.87%
Beta 0.90% 0.91%
Alpha 5.01% 4.56%

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Fund Managers

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

Market Cap

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

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

Others 2.73 10.02
Small Cap 20 16.31
Large Cap 63.5 63.41
Mid Cap 13.77 10.27

Sector Allocation

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

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

Others 1.09 4.54
Financial Services 96.99 95.39
Technology 0.55 0.08
Healthcare 1.37 -

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