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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) | ₹7792 Cr | ₹1386 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 | 0.92% | 1.25% |
| 6 Month | 3.7% | 3.49% |
| 1 Year | 16.21% | 15.46% |
| 3 Year | 17.27% | 15.83% |
| 5 Year | 20.37% | 15.44% |
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 | 5.65% | 5.15% |
| 1 Year | 20.61% | 20.1% |
| 3 Year | 17.32% | 16.66% |
| 5 Year | 17.62% | 15.6% |
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 | 19.16% | 14.22% |
| 3 Year | 18.26% | 13.76% |
| 5 Year | 17.01% | 12.22% |
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 | 14.79% | 14.94% |
| Sharp | 0.95% | 0.78% |
| Beta | 0.91% | 0.93% |
| Alpha | 3.55% | 1.61% |
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 | 2.75 | 1.76 |
| Mid Cap | 25.99 | 10.86 |
| Large Cap | 62.22 | 75.66 |
| Small Cap | 9.04 | 11.71 |
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 | 2.75 | 1.76 |
| Finance | 17.18 | 18.77 |
| Banks | 61.68 | 67.34 |
| Financial Technology (Fintech) | 1.29 | 0.65 |
| Capital Markets | 7.47 | 3.49 |
| Insurance | 9.63 | 7.98 |
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