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UTI Banking and Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Banking and 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) | ₹3497 Cr | ₹1305 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Dec 2013 | 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 | 20% | 20% |
| Expense Ratio | 1.99 | 2.22 |
| Manager | Dhaval Gala | Preethi R S |
| ISIN Code | INF209K011W7 | INF789F01372 |
| Exits Load | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% 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 | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.13% | -2.83% |
| 6 Month | 12.6% | 12.99% |
| 1 Year | 3.62% | 5.91% |
| 3 Year | 14.41% | 15.05% |
| 5 Year | 18.76% | 18.67% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.88% | 0.4% |
| 1 Year | 10.85% | 11.08% |
| 3 Year | 14.71% | 15.83% |
| 5 Year | 15.34% | 15.88% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.79% | 14.5% |
| 3 Year | 14.93% | 13.56% |
| 5 Year | 12.88% | 11.93% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.19% | 12.68% |
| Sharp | 0.79% | 0.83% |
| Beta | 0.90% | 0.86% |
| Alpha | 4.60% | 4.91% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Gala | Preethi R S |
| Total AUM | ₹23597 Cr | ₹1002 Cr |
| Funds Managed | 7 | 1 |
| Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 13.82 | 10.74 |
| Small Cap | 16.13 | 15.44 |
| Mid Cap | 8.75 | 8.44 |
| Large Cap | 61.3 | 65.38 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.01 | 0.89 |
| Financial Services | 96.87 | 98.63 |
| Technology | 1.12 | 0.48 |
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