- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4041 Cr | ₹1255 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 | 2.15% | 2.63% |
| 6 Month | 12.29% | 11.24% |
| 1 Year | 8.83% | 10.16% |
| 3 Year | 18.25% | 17.97% |
| 5 Year | - | 21.06% |
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 | 1.02% | 1.94% |
| 1 Year | 15.73% | 17.21% |
| 3 Year | 14.73% | 16.26% |
| 5 Year | - | 15.44% |
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 | 15.86% | 14.21% |
| 3 Year | 15.32% | 13.67% |
| 5 Year | - | 12.02% |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.55% | 12.51% |
| Sharp | 0.79% | 0.76% |
| Beta | 0.88% | 0.85% |
| Alpha | 5.24% | 5.01% |
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 | 7.81 | 11.99 |
| Small Cap | 16.7 | 14.7 |
| Large Cap | 62.38 | 65.54 |
| Mid Cap | 13.11 | 7.77 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.45 | 1.76 |
| Financial Services | 96.85 | 97.76 |
| Technology | 0.63 | 0.47 |
| Healthcare | 1.06 | - |
Top Comparisons
Franklin India Dividend Yield Fund - Growth Plan
3Y Returns18.99%
ICICI Prudential Dividend Yield Equity Fund Growth Option
3Y Returns24.69%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns15.67%
Quant Quantamental Fund Regular - Growth
3Y Returns22.03%
Bandhan Money Market Fund - Regular Plan - Growth
3Y Returns7.07%
Invesco India Money Market Fund - Growth
3Y Returns7.27%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns22.59%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns22.12%
