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 | 3.98% | 3.85% |
6 Month | 4.06% | 4.42% |
1 Year | 13.74% | 14.11% |
3 Year | 18.21% | 18.49% |
5 Year | 22.18% | 20.22% |
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 | 8.89% | 7.8% |
1 Year | 16.29% | 16.09% |
3 Year | 18.98% | 19.63% |
5 Year | 18.35% | 17.87% |
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% | 0.63% |
Beta | 0.915% | 0.94% |
Alpha | 3.729% | 2.08% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 7.19 |
Small Cap | 16.31 | 8.2 |
Large Cap | 63.41 | 74.16 |
Mid Cap | 10.27 | 10.45 |
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 | 5.94 |
Financial Services | 95.39 | 93.23 |
Technology | 0.08 | 0.83 |
Top Comparisons
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.66%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.48%
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
3Y Returns0%
DSP Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Mirae Asset Midcap Fund - Regular Plan-Growth Option
3Y Returns16.46%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns22.14%
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
3Y Returns6.76%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns6.61%