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UTI Banking and Financial Services Fund vs Nippon India Banking and Financial Services Fund compare
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Banking and Financial Services Fund-Growth Plan-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) | ₹6226 Cr | ₹1128 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 May 2003 | 01 Aug 2005 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty Financial Services TRI |
| Turn Over | 38% | 20% |
| Expense Ratio | 1.88 | 2.22 |
| Manager | Vinay Sharma | Preethi R S |
| ISIN Code | INF204K01927 | INF789F01372 |
| Exits Load | Nippon India Banking & 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 | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.15% | 2.73% |
| 6 Month | 6.29% | 5.5% |
| 1 Year | 15.75% | 14.92% |
| 3 Year | 24.84% | 22.9% |
| 5 Year | 28.52% | 23.67% |
SIP Return Analysis
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 11.33% | 10.9% |
| 1 Year | 21.04% | 20.67% |
| 3 Year | 20% | 18.74% |
| 5 Year | 20.88% | 17.71% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.09% | 14.58% |
| 3 Year | 18.61% | 13.47% |
| 5 Year | 17.26% | 11.81% |
Risk Management
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.71% | 14.251% |
| Sharp | 0.705% | 0.511% |
| Beta | 0.887% | 0.915% |
| Alpha | 6.22% | 3.729% |
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Fund Managers
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vinay Sharma | Preethi R S |
| Total AUM | ₹14183 Cr | ₹1002 Cr |
| Funds Managed | 3 | 1 |
| Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.15 | 10.02 |
| Small Cap | 13.55 | 16.31 |
| Mid Cap | 16.41 | 10.27 |
| Large Cap | 68.88 | 63.41 |
Sector Allocation
| Scheme Name |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.15 | 4.54 |
| Financial Services | 96.09 | 95.39 |
| Technology | 2.76 | 0.08 |
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