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UTI Banking and Financial Services Fund vs SBI Banking & Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8450 Cr | ₹1305 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2015 | 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 | 84% | 20% |
| Expense Ratio | 1.81 | 2.22 |
| Manager | Pradeep Kesavan | Preethi R S |
| ISIN Code | INF200KA1473 | INF789F01372 |
| Exits Load | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% 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 | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.01% | -3.1% |
| 6 Month | 15.04% | 12.79% |
| 1 Year | 9.8% | 6.08% |
| 3 Year | 18.27% | 15.67% |
| 5 Year | 19.56% | 18.62% |
SIP Return Analysis
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.38% | -1.78% |
| 1 Year | 10.57% | 5.74% |
| 3 Year | 18.13% | 13.59% |
| 5 Year | 16.95% | 14.59% |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.09% | 14.5% |
| 3 Year | 15.2% | 13.56% |
| 5 Year | 13.68% | 11.93% |
Risk Management
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.85% | 12.68% |
| Sharp | 1.04% | 0.83% |
| Beta | 0.80% | 0.86% |
| Alpha | 7.11% | 4.91% |
Fund Managers
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Preethi R S |
| Total AUM | ₹434274 Cr | ₹1002 Cr |
| Funds Managed | 43 | 1 |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.59 | 10.74 |
| Mid Cap | 13.61 | 8.44 |
| Large Cap | 64.71 | 65.38 |
| Small Cap | 13.1 | 15.44 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.11 | 0.89 |
| Financial Services | 91.89 | 98.63 |
| Technology | - | 0.48 |
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