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SBI Banking & Financial Services Fund vs UTI Banking and Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10106 Cr | ₹1382 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2015 | 01 Aug 2005 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 84% | 20% |
| Expense Ratio | 1.81 | 2.22 |
| Manager | Pradeep Kesavan | Preethi R S |
| ISIN Code | INF200KA1473 | INF789F01372 |
| Exits Load | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% 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 | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.91% | 1.58% |
| 6 Month | 8.52% | 6.35% |
| 1 Year | 24.28% | 21.32% |
| 3 Year | 21.98% | 17.88% |
| 5 Year | 17.5% | 16.05% |
SIP Return Analysis
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.18% | 2.86% |
| 1 Year | 20.59% | 13.96% |
| 3 Year | 20.19% | 15.02% |
| 5 Year | 18.09% | 14.9% |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.89% | 14.27% |
| 3 Year | 15.57% | 13.78% |
| 5 Year | 13.99% | 12.23% |
Risk Management
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.44% | 14.94% |
| Sharp | 1.1% | 0.78% |
| Beta | 0.87% | 0.93% |
| Alpha | 5.28% | 1.44% |
Fund Managers
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Preethi R S |
| Total AUM | ₹434274 Cr | ₹1002 Cr |
| Funds Managed | 43 | 1 |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.3 | 14.82 |
| Mid Cap | 14.83 | 8.39 |
| Large Cap | 60.7 | 66.04 |
| Small Cap | 8.17 | 10.75 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.17 | 1.77 |
| Financial Services | 96.19 | 97.19 |
| Technology | 0.64 | 1.04 |
Top Comparisons
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.25%
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SBI Banking & Financial Services Fund - Regular Plan - Growth
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Mirae Asset Banking and Financial Services Fund Regular Growth
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ICICI Prudential All Seasons Bond Fund - Growth
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Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
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ITI Mid Cap Fund Regular - Growth
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HDFC Mid-Cap Fund - Growth Plan
3Y Returns26.08%
