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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) | ₹3101 Cr | ₹1128 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 | 5.23% | 3.98% |
| 6 Month | 3.82% | 4.06% |
| 1 Year | 10.17% | 13.74% |
| 3 Year | 17.12% | 18.21% |
| 5 Year | 23.12% | 22.18% |
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 | 8.91% | 8.89% |
| 1 Year | 13.67% | 16.29% |
| 3 Year | 17.69% | 18.98% |
| 5 Year | 17.82% | 18.35% |
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 | 16.58% | 14.67% |
| 3 Year | 14.76% | 13.36% |
| 5 Year | 12.61% | 11.7% |
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 | 14.932% | 14.251% |
| Sharp | 0.453% | 0.511% |
| Beta | 0.96% | 0.915% |
| Alpha | 3.029% | 3.729% |
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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 | 6.76 | 10.02 |
| Small Cap | 16.03 | 16.31 |
| Mid Cap | 12.68 | 10.27 |
| Large Cap | 64.53 | 63.41 |
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 | 4 | 4.54 |
| Financial Services | 94.79 | 95.39 |
| Technology | 1.22 | 0.08 |
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