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UTI Banking and Financial Services Fund vs HDFC Banking and Financial Services Fund compare
HDFC Banking and Financial Services Fund - Growth Option
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4290 Cr | ₹1356 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Jun 2021 | 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 | 26.23% | 20% |
| Expense Ratio | 1.9 | 2.22 |
| Manager | Dhruv Muchhal | Preethi R S |
| ISIN Code | INF179KC1BJ4 | INF789F01372 |
| Exits Load | HDFC Banking and Financial Services Fund - Growth charges 1.0% 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 | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.7% | -3.87% |
| 6 Month | 11.93% | 13.01% |
| 1 Year | 8.14% | 9.64% |
| 3 Year | 17.9% | 17.47% |
| 5 Year | - | 22.03% |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.66% | 5.34% |
| 1 Year | 17.46% | 16.58% |
| 3 Year | 17.58% | 17.84% |
| 5 Year | - | 17.14% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.2% | 14.5% |
| 3 Year | 15.28% | 13.56% |
| 5 Year | - | 11.93% |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.81% | 14.09% |
| Sharp | 1.18% | 1.16% |
| Beta | 0.89% | 0.89% |
| Alpha | 6.00% | 6.00% |
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Fund Managers
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Preethi R S |
| Total AUM | ₹520687 Cr | ₹1002 Cr |
| Funds Managed | 40 | 1 |
| HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.55 | 12.05 |
| Small Cap | 19.72 | 19.21 |
| Large Cap | 60.91 | 59.33 |
| Mid Cap | 13.81 | 9.41 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.59 | 2.06 |
| Financial Services | 97.69 | 97.36 |
| Technology | 0.67 | 0.58 |
| Healthcare | 1.05 | - |
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