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UTI Banking and Financial Services Fund vs Quant BFSI Fund Regular compare
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Quant BFSI Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1347 Cr | ₹601 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Aug 2005 | 19 Jun 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 20% | % |
| Expense Ratio | 2.22 | 2.34 |
| Manager | Preethi R S | Sanjeev Sharma |
| ISIN Code | INF789F01372 | INF966L01CA6 |
| Exits Load | 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 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.77% | 2.37% |
| 6 Month | 6.21% | 13.96% |
| 1 Year | 11.71% | 17.44% |
| 3 Year | 15.28% | - |
| 5 Year | 16.48% | - |
SIP Return Analysis
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 5.11% | 6.52% |
| 1 Year | 21.72% | 34.75% |
| 3 Year | 17.15% | - |
| 5 Year | 15.89% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.24% | 4.1% |
| 3 Year | 13.72% | - |
| 5 Year | 12.17% | - |
Risk Management
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.29% | - |
| Sharp | 0.71% | - |
| Beta | 0.92% | - |
| Alpha | 1.84% | - |
Fund Managers
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Preethi R S | Sanjeev Sharma |
| Total AUM | ₹1002 Cr | ₹39731 Cr |
| Funds Managed | 1 | 22 |
| UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
Market Cap
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 0.96 | 43.81 |
| Small Cap | 12.85 | 17.85 |
| Large Cap | 75.37 | 25.31 |
| Mid Cap | 10.84 | 13.04 |
Sector Allocation
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 0.96 | 30.88 |
| Capital Markets | 3.82 | - |
| Finance | 19.85 | - |
| Banks | 66.71 | - |
| Financial Technology (Fintech) | 0.83 | - |
| Insurance | 7.85 | - |
| Financial Services | - | 69.12 |
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