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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) | ₹1105 Cr | ₹1347 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 | 3.5% | 2.66% |
| 6 Month | 7.28% | 7.07% |
| 1 Year | 14.17% | 17.06% |
| 3 Year | - | 15.85% |
| 5 Year | - | 17.49% |
SIP Return Analysis
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.69% | 3.3% |
| 1 Year | 18.55% | 19.35% |
| 3 Year | - | 16.89% |
| 5 Year | - | 15.7% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.28% | 14.2% |
| 3 Year | - | 13.7% |
| 5 Year | - | 12.12% |
Risk Management
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.36% |
| Sharp | - | 0.74% |
| Beta | - | 0.92% |
| Alpha | - | 1.83% |
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 | 10.91 | 12.16 |
| Mid Cap | 16.84 | 8.51 |
| Small Cap | 15.11 | 13.71 |
| Large Cap | 57.14 | 65.62 |
Sector Allocation
| Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.13 | 0.95 |
| Financial Services | 92.44 | 97.74 |
| Technology | 2.42 | 1.31 |
Top Comparisons
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns14.49%
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UTI Corporate Bond Fund - Regular Plan - Growth Option
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ICICI Prudential Banking and Financial Services Fund - Growth
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Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
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ICICI Prudential Global Stable Equity Fund (FOF) - Growth
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SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns23.41%
