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) | ₹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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