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UTI Banking and Financial Services Fund vs Baroda BNP Paribas Banking and Financial Services Fund compare

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tortoise-icon UTI Banking and Financial Services Fund - Regular Plan - Growth Option

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tortoise-icon Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Fund UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1128 Cr ₹214 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Aug 2005 22 Jun 2012
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI NIFTY Financial Services TRI
Turn Over 20% 82%
Expense Ratio 2.22 2.42
Manager Preethi R S Miten Vora
ISIN Code INF789F01372 INF955L01856
Exits Load 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 Baroda BNP Paribas 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

Trailing Lumpsum Returns

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
1 Month 6.14% 6.68%
6 Month 9.36% 9.61%
1 Year 18.55% 18.94%
3 Year 21.85% 22.26%
5 Year 24.24% 22.2%

SIP Return Analysis

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
6 Month 5.07% 5.33%
1 Year 9.61% 12.11%
3 Year 15.75% 17.17%
5 Year 15.99% 16.09%

Rolling Lumpsum Returns

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
1 Year 14.67% 11.92%
3 Year 13.36% 11.91%
5 Year 11.7% 11.57%

Risk Management

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Standard Deviation 14.251% 15.28%
Sharp 0.511% 0.82%
Beta 0.915% 0.95%
Alpha 3.729% 1.3%

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Fund Managers

Scheme Name UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Name Preethi R S Miten Vora
Total AUM ₹1002 Cr ₹6478 Cr
Funds Managed 1 6
UTI Banking and Financial Services Fund - Regular Plan - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Market Cap

Scheme Name

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Others 10.02 2.14
Small Cap 16.31 8.85
Large Cap 63.41 79.22
Mid Cap 10.27 9.79

Sector Allocation

Scheme Name

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Others 4.54 2.14
Financial Services 95.39 -
Technology 0.08 -
Capital Markets - 7.07
Finance - 16.61
Banks - 67.94
Insurance - 4.83
Financial Technology (Fintech) - 1.41

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