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UTI Banking and Financial Services Fund vs Nippon India Banking and Financial Services Fund compare

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tortoise-icon Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

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tortoise-icon 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 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 5.5% 4.63%
6 Month 10.14% 10.55%
1 Year 18.73% 19.39%
3 Year 24.36% 22.3%
5 Year 30.57% 25.53%

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 5.84% 5.07%
1 Year 10.38% 9.61%
3 Year 17.28% 15.75%
5 Year 19.52% 15.99%

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 21.65% 14.67%
3 Year 18.64% 13.36%
5 Year 17.19% 11.7%

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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