UTI Banking and Financial Services Fund vs Quant BFSI Fund Regular compare

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

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Quant BFSI Fund Regular - Growth

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Chart Comparison

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

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)	₹1295 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

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Quant BFSI Fund Regular - Growth
1 Month	3.78%	4.52%
6 Month	12.2%	8.35%
1 Year	11.83%	0.38%
3 Year	23.05%	-
5 Year	22.55%	-

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Quant BFSI Fund Regular - Growth
6 Month	11.37%	15.29%
1 Year	24.53%	21.08%
3 Year	19.53%	-
5 Year	18.17%	-

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Quant BFSI Fund Regular - Growth
1 Year	14.58%	22.2%
3 Year	13.47%	-
5 Year	11.81%	-

Scheme Name	UTI Banking and Financial Services Fund - Regular Plan - Growth Option	Quant BFSI Fund Regular - Growth
Standard Deviation	14.77%	-
Sharp	0.87%	-
Beta	0.91%	-
Alpha	4.56%	-

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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