ITI Banking and Financial Services Fund Regular vs UTI Banking and Financial Services Fund compare

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ITI Banking and Financial Services Fund Regular - Growth

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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	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

Scheme Name	ITI Banking and Financial Services Fund Regular - Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month	-3.86%	-4.62%
6 Month	11.78%	12.13%
1 Year	8.25%	8.93%
3 Year	13.44%	16.89%
5 Year	-	21.82%

Scheme Name	ITI Banking and Financial Services Fund Regular - Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month	3.79%	3.82%
1 Year	12.94%	12.31%
3 Year	12.83%	15.82%
5 Year	-	15.79%

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%

Scheme Name	ITI Banking and Financial Services Fund Regular - Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation	12.45%	12.68%
Sharp	0.60%	0.83%
Beta	0.89%	0.89%
Alpha	2.14%	6.00%

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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