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ITI Banking and Financial Services Fund Regular vs UTI Banking and Financial Services Fund compare
ITI Banking and Financial Services Fund Regular - Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹318 Cr | ₹1356 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Dec 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 | % | 20% |
| Expense Ratio | 2.34 | 2.22 |
| Manager | Rohan Korde | Preethi R S |
| ISIN Code | INF00XX01BR2 | INF789F01372 |
| Exits Load | ITI Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.97% | -3.87% |
| 6 Month | 12.81% | 13.01% |
| 1 Year | 9.1% | 9.64% |
| 3 Year | 14.09% | 17.47% |
| 5 Year | - | 22.03% |
SIP Return Analysis
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.03% | 5.34% |
| 1 Year | 16.79% | 16.58% |
| 3 Year | 14.68% | 17.84% |
| 5 Year | - | 17.14% |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.96% | 14.5% |
| 3 Year | 13.61% | 13.56% |
| 5 Year | - | 11.93% |
Risk Management
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.66% | 14.09% |
| Sharp | 0.91% | 1.16% |
| Beta | 0.89% | 0.89% |
| Alpha | 2.14% | 6.00% |
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Fund Managers
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rohan Korde | Preethi R S |
| Total AUM | ₹4626 Cr | ₹1002 Cr |
| Funds Managed | 10 | 1 |
| ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 12.22 | 12.05 |
| Small Cap | 15.37 | 19.21 |
| Mid Cap | 7.56 | 9.41 |
| Large Cap | 64.85 | 59.33 |
Sector Allocation
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.98 | 2.06 |
| Technology | 1.39 | 0.58 |
| Financial Services | 94.63 | 97.36 |
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