UTI Banking and Financial Services Fund vs Bandhan Financial Services Fund compare
Bandhan Financial Services Fund - Regular (G)
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1086 Cr | ₹1356 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Jul 2023 | 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% |
Expense Ratio | 2.23 | 2.22 |
Manager | Manish Gunwani | Preethi R S |
ISIN Code | INF194KB1GE6 | INF789F01372 |
Exits Load | Bandhan 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 | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.23% | 0.46% |
6 Month | 12.41% | 17.27% |
1 Year | 12.2% | 12.79% |
3 Year | - | 21.17% |
5 Year | - | 21.83% |
SIP Return Analysis
Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 9.33% | 9.6% |
1 Year | 19.08% | 23.04% |
3 Year | - | 19.08% |
5 Year | - | 17.81% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 19.57% | 14.58% |
3 Year | - | 13.47% |
5 Year | - | 11.81% |
Risk Management
Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 14.09% |
Sharp | - | 1.16% |
Beta | - | 0.89% |
Alpha | - | 6.00% |
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Fund Managers
Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Name | Manish Gunwani | Preethi R S |
Total AUM | ₹8731 Cr | ₹1002 Cr |
Funds Managed | 4 | 1 |
Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.29 | 6.9 |
Mid Cap | 14.31 | 9.22 |
Large Cap | 64.96 | 65.32 |
Small Cap | 12.44 | 18.56 |
Sector Allocation
Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.87 | 2.04 |
Financial Services | 93.14 | 97.47 |
Technology | 1.99 | 0.49 |
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