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Nippon India Banking and Financial Services Fund vs UTI Banking and Financial Services Fund compare
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹7160 Cr | ₹1295 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 | 4.16% | 4.43% |
| 6 Month | 15% | 14.34% |
| 1 Year | 15.54% | 14.85% |
| 3 Year | 26.3% | 24.31% |
| 5 Year | 28.14% | 23.51% |
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 | 12.69% | 12.81% |
| 1 Year | 26.89% | 26.77% |
| 3 Year | 22.36% | 21.1% |
| 5 Year | 22.19% | 19.06% |
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 | 21.09% | 14.58% |
| 3 Year | 18.61% | 13.47% |
| 5 Year | 17.26% | 11.81% |
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 | 13.85% | 14.77% |
| Sharp | 1.06% | 0.87% |
| Beta | 0.86% | 0.91% |
| Alpha | 6.81% | 4.56% |
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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 | 1.15 | 10.02 |
| Small Cap | 13.55 | 16.31 |
| Mid Cap | 16.41 | 10.27 |
| Large Cap | 68.88 | 63.41 |
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 | 1.15 | 4.54 |
| Financial Services | 96.09 | 95.39 |
| Technology | 2.76 | 0.08 |
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