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Quant BFSI Fund Regular vs UTI Banking and Financial Services Fund compare

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tortoise-icon UTI Banking and Financial Services Fund - Regular Plan - Growth Option

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tortoise-icon Quant BFSI Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1128 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 3.98% 5.5%
6 Month 4.06% -3.05%
1 Year 13.74% -4.57%
3 Year 18.21% -
5 Year 22.18% -

SIP Return Analysis

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Quant BFSI Fund Regular - Growth
6 Month 8.89% 2.63%
1 Year 16.29% -8.16%
3 Year 18.98% -
5 Year 18.35% -

Rolling Lumpsum Returns

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Quant BFSI Fund Regular - Growth
1 Year 14.67% 40.14%
3 Year 13.36% -
5 Year 11.7% -

Risk Management

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Quant BFSI Fund Regular - Growth
Standard Deviation 14.251% -
Sharp 0.511% -
Beta 0.915% -
Alpha 3.729% -

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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 10.02 19.22
Small Cap 16.31 32.59
Large Cap 63.41 42.76
Mid Cap 10.27 5.43

Sector Allocation

Scheme Name

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Quant BFSI Fund Regular - Growth

Others 4.54 19.22
Financial Services 95.39 69.12
Technology 0.08 4.17
Energy - 7.49

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