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) | ₹1039 Cr | ₹1295 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 | 4.27% | 4.89% |
6 Month | 9.58% | 13.63% |
1 Year | 14.84% | 14.67% |
3 Year | - | 23.86% |
5 Year | - | 23.22% |
SIP Return Analysis
Scheme Name | Bandhan Financial Services Fund - Regular (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 12.32% | 12.81% |
1 Year | 23.05% | 26.77% |
3 Year | - | 21.1% |
5 Year | - | 19.06% |
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 | - | 14.77% |
Sharp | - | 0.87% |
Beta | - | 0.91% |
Alpha | - | 4.56% |
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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 | 10.05 | 10.02 |
Mid Cap | 15.81 | 10.27 |
Small Cap | 9.79 | 16.31 |
Large Cap | 64.35 | 63.41 |
Sector Allocation
Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.97 | 4.54 |
Financial Services | 90.91 | 95.39 |
Technology | 1.75 | 0.08 |
Healthcare | 0.37 | - |
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