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Nippon India Banking and Financial Services Fund vs UTI Banking and Financial Services Fund compare

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tortoise-icon Nippon India Banking and Financial Services Fund - Growth Plan - 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 Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹7222 Cr ₹1305 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 26 May 2003 01 Aug 2005
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty Financial Services TRI
Turn Over 38% 20%
Expense Ratio 1.88 2.22
Manager Vinay Sharma Preethi R S
ISIN Code INF204K01927 INF789F01372
Exits Load Nippon India Banking & 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 Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month -0.96% -0.87%
6 Month 13.84% 14.77%
1 Year 12.09% 12.51%
3 Year 18.8% 16.4%
5 Year 25.59% 21.28%

SIP Return Analysis

Scheme Name Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month 2.69% 2.28%
1 Year 11.79% 11.83%
3 Year 16.36% 15.5%
5 Year 18.22% 15.51%

Rolling Lumpsum Returns

Scheme Name Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 20.81% 14.5%
3 Year 18.73% 13.56%
5 Year 17.32% 11.93%

Risk Management

Scheme Name Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation 11.84% 12.68%
Sharp 1.02% 0.83%
Beta 0.81% 0.86%
Alpha 6.74% 4.91%

Fund Managers

Scheme Name Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name Vinay Sharma Preethi R S
Total AUM ₹14183 Cr ₹1002 Cr
Funds Managed 3 1
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

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

Others 4.51 10.74
Small Cap 12.8 15.44
Mid Cap 17.81 8.44
Large Cap 64.88 65.38

Sector Allocation

Scheme Name

Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

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

Others 1.45 0.89
Financial Services 95.68 98.63
Technology 2.86 0.48

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