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 Risk | Very High Risk |
Asset Size (Cr) | ₹924 Cr | ₹1128 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 | -2.66% | 0.16% |
6 Month | -1.35% | -1.04% |
1 Year | 6.68% | 7.04% |
3 Year | - | 13.02% |
5 Year | - | 10.22% |
SIP Return Analysis
Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -2.34% | -1.64% |
3 Year | - | 12.36% |
5 Year | - | 14.74% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 32.27% | 14.67% |
3 Year | - | 13.36% |
5 Year | - | 11.7% |
Risk Management
Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 14.94% |
Sharp | - | 0.62% |
Beta | - | 0.92% |
Alpha | - | 2.98% |
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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 |
Fund Manage | 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 | 13.7 | 1.06 |
Mid Cap | 14.38 | 15.37 |
Small Cap | 15.61 | 16.92 |
Large Cap | 56.31 | 66.66 |
Sector Allocation
Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Others | 10.66 | 1.06 |
Services | 7.27 | - |
Financial | 74.03 | - |
Insurance | 8.04 | 8.76 |
Capital Markets | - | 10.68 |
Finance | - | 24.2 |
Banks | - | 55.31 |
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