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UTI Banking and Financial Services Fund vs SBI Banking & Financial Services Fund compare

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tortoise-icon SBI Banking & Financial Services Fund - Regular Plan - Growth

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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 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 1.03% 0.98%
6 Month 17.35% 14.96%
1 Year 11.55% 8.27%
3 Year 17.43% 14.9%
5 Year 21.79% 21.13%

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 3.14% 1.07%
1 Year 18.43% 13.72%
3 Year 19.91% 15.5%
5 Year 17.54% 15.18%

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 11.89% 12.73%
Sharp 0.85% 0.62%
Beta 0.81% 0.86%
Alpha 7.13% 4.70%

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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