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) | ₹3625 Cr | ₹1356 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 | 1.14% | 0.77% |
6 Month | 16.21% | 16.44% |
1 Year | 7.71% | 10.78% |
3 Year | 20.33% | 20.84% |
5 Year | 22.21% | 21.99% |
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 | 10.29% | 9.6% |
1 Year | 22.1% | 23.04% |
3 Year | 17.84% | 19.08% |
5 Year | 17.26% | 17.81% |
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 | 16.09% | 14.58% |
3 Year | 14.78% | 13.47% |
5 Year | 12.71% | 11.81% |
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 | 14.48% | 14.09% |
Sharp | 1.10% | 1.16% |
Beta | 0.92% | 0.89% |
Alpha | 5.28% | 6.00% |
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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 | 12.91 | 12.05 |
Small Cap | 17.15 | 19.21 |
Mid Cap | 10.09 | 9.41 |
Large Cap | 59.86 | 59.33 |
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 | 1.96 | 2.06 |
Financial Services | 96.8 | 97.36 |
Technology | 1.24 | 0.58 |
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