UTI Banking and Financial Services Fund vs Baroda BNP Paribas Banking and Financial Services Fund compare
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Chart Comparison
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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