UTI Banking and Financial Services Fund vs HDFC Banking and Financial Services Fund compare

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HDFC Banking and Financial Services Fund - Growth Option

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

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Chart Comparison

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

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)	₹4513 Cr	₹1386 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

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month	0.92%	0.18%
6 Month	5.17%	3.13%
1 Year	16.33%	15.21%
3 Year	17.17%	16.51%
5 Year	-	15.77%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month	3.62%	1.68%
1 Year	19.11%	14.06%
3 Year	16.26%	15.71%
5 Year	-	15.27%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year	15.86%	14.18%
3 Year	15.32%	13.75%
5 Year	-	12.2%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation	12.35%	14.94%
Sharp	0.74%	0.78%
Beta	0.94%	0.93%
Alpha	2.26%	1.61%

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