Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Mirae Asset Banking and Financial Services Fund Regular Growth vs UTI Banking and Financial Services Fund compare

Link copied to clipboard!

tortoise-icon Mirae Asset Banking and Financial Services Fund Regular Growth

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund Mirae Asset 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) ₹2222 Cr ₹1386 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹99 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 11 Dec 2020 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 30% 20%
Expense Ratio 2.06 2.22
Manager Gaurav Kochar Preethi R S
ISIN Code INF769K01GU5 INF789F01372
Exits Load Data not available./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 Mirae Asset Banking and Financial Services Fund Regular Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month 0.3% -0.14%
6 Month 6.39% 3.67%
1 Year 17.77% 15.34%
3 Year 17.39% 15.79%
5 Year 17.29% 16.31%

SIP Return Analysis

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month 3.44% 1.68%
1 Year 19.99% 14.06%
3 Year 17.46% 15.71%
5 Year 16.59% 15.27%

Rolling Lumpsum Returns

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 14.39% 14.18%
3 Year 15.89% 13.75%
5 Year 16.8% 12.2%

Risk Management

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation 12.88% 14.94%
Sharp 0.79% 0.78%
Beta 0.98% 0.93%
Alpha 2.92% 1.61%

Fund Managers

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name Gaurav Kochar Preethi R S
Total AUM ₹1507 Cr ₹1002 Cr
Funds Managed 1 1
Mirae Asset Banking and Financial Services Fund Regular Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Mirae Asset Banking and Financial Services Fund Regular Growth

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

Others 13.26 11.92
Large Cap 65.27 66.42
Small Cap 11.17 13.24
Mid Cap 10.29 8.42

Sector Allocation

Scheme Name

Mirae Asset Banking and Financial Services Fund Regular Growth

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

Others 2.67 1.75
Financial Services 95.33 97.15
Technology 2 1.09

Top Comparisons

ICICI Prudential Flexicap Fund - Growth ICICI Prudential Flexicap Fund - Growth

3Y Returns20.1%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns16.34%

Compare Now

Franklin U.S. Opportunities Equity Active FOF - Regular - Growth Franklin U.S. Opportunities Equity Active FOF - Regular - Growth

3Y Returns24.85%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns36.89%

Compare Now

Franklin India Mid Cap Fund - Growth Franklin India Mid Cap Fund - Growth

3Y Returns22.61%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns15.89%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

Compare Now
Add to Cart Successfully