- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Nippon India Nifty Bank Index Fund vs UTI Banking and Financial Services Fund compare
Nippon India Nifty Bank Index Fund - Reg (G)
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Nifty Bank Index Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹182 Cr | ₹1386 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Feb 2024 | 01 Aug 2005 |
| Category | Index | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Bank TRI | Nifty Financial Services TRI |
| Turn Over | % | 20% |
| Expense Ratio | 0.79 | 2.22 |
| Manager | Himanshu Mange | Preethi R S |
| ISIN Code | INF204KC1BV8 | 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 | Nippon India Nifty Bank Index Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.13% | -1.6% |
| 6 Month | 5.98% | 3.15% |
| 1 Year | 11.38% | 10.69% |
| 3 Year | - | 14.69% |
| 5 Year | - | 15.23% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.25% | 3.51% |
| 1 Year | 23.09% | 19.76% |
| 3 Year | - | 16.64% |
| 5 Year | - | 15.53% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.64% | 14.24% |
| 3 Year | - | 13.72% |
| 5 Year | - | 12.17% |
Risk Management
| Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.94% |
| Sharp | - | 0.78% |
| Beta | - | 0.93% |
| Alpha | - | 1.61% |
Fund Managers
| Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Himanshu Mange | Preethi R S |
| Total AUM | ₹0 Cr | ₹1002 Cr |
| Funds Managed | 10 | 1 |
| Nippon India Nifty Bank Index Fund - Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Nifty Bank Index Fund - Reg (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.13 | 11.92 |
| Large Cap | 83.54 | 66.42 |
| Mid Cap | 16.32 | 8.42 |
| Small Cap | - | 13.24 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Bank Index Fund - Reg (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.13 | 1.75 |
| Financial Services | 99.87 | 97.15 |
| Technology | - | 1.09 |
Top Comparisons
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.97%
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.89%
Mahindra Manulife Low Duration Fund - Regular Plan - Growth
3Y Returns6.89%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.43%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns19.04%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns16.4%
Nippon India Low Duration Fund - Retail Plan - Growth Plan - Growth Option
3Y Returns6.93%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.09%
