SBI Banking & Financial Services Fund vs UTI Banking and Financial Services Fund compare

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SBI Banking & Financial Services Fund - Regular Plan - Growth

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

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Chart Comparison

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

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)	₹8538 Cr	₹1356 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

Scheme Name	SBI Banking & Financial Services Fund - Regular Plan - Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month	-3.03%	-3.87%
6 Month	13.56%	13.01%
1 Year	12.24%	9.64%
3 Year	19.74%	17.47%
5 Year	22.49%	22.03%

Scheme Name	SBI Banking & Financial Services Fund - Regular Plan - Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month	7.41%	5.34%
1 Year	21%	16.58%
3 Year	22.06%	17.84%
5 Year	19.23%	17.14%

Scheme Name	SBI Banking & Financial Services Fund - Regular Plan - Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year	17.09%	14.5%
3 Year	15.2%	13.56%
5 Year	13.68%	11.93%

Scheme Name	SBI Banking & Financial Services Fund - Regular Plan - Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation	12.89%	14.09%
Sharp	1.33%	1.16%
Beta	0.82%	0.89%
Alpha	7.64%	6.00%

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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