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Quant BFSI Fund Regular vs UTI Banking and Financial Services Fund compare
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Quant BFSI Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1287 Cr | ₹601 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Aug 2005 | 19 Jun 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 20% | % |
| Expense Ratio | 2.22 | 2.34 |
| Manager | Preethi R S | Sanjeev Sharma |
| ISIN Code | INF789F01372 | INF966L01CA6 |
| Exits Load | 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 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.2% | 2.67% |
| 6 Month | 6.69% | 18.38% |
| 1 Year | 11.15% | 16.26% |
| 3 Year | 15.98% | - |
| 5 Year | 21.18% | - |
SIP Return Analysis
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.33% | 3.32% |
| 1 Year | 12.03% | 24.89% |
| 3 Year | 14.12% | - |
| 5 Year | 14.29% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.21% | 4.1% |
| 3 Year | 13.67% | - |
| 5 Year | 12.02% | - |
Risk Management
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.36% | - |
| Sharp | 0.74% | - |
| Beta | 0.92% | - |
| Alpha | 1.83% | - |
Fund Managers
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Preethi R S | Sanjeev Sharma |
| Total AUM | ₹1002 Cr | ₹39731 Cr |
| Funds Managed | 1 | 22 |
| UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
Market Cap
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 11.78 | 35.36 |
| Small Cap | 13.81 | 26.74 |
| Large Cap | 65.61 | 23.73 |
| Mid Cap | 8.79 | 14.17 |
Sector Allocation
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 0.51 | 31.7 |
| Financial Services | 98.06 | 68.3 |
| Technology | 1.44 | 0 |
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