UTI Banking and Financial Services Fund vs Tata Banking And Financial Services Fund compare

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Tata Banking And Financial Services Fund-Regular Plan-Growth

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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	Tata Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund	Tata Banking And 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)	₹2797 Cr	₹1295 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	28 Dec 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	10.36%	20%
Expense Ratio	1.94	2.22
Manager	Amey Sathe	Preethi R S
ISIN Code	INF277K01Y86	INF789F01372
Exits Load	Tata Banking And Financial Services Fund - Growth charges 0.25% 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

Scheme Name	Tata Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month	4.08%	3.78%
6 Month	12.85%	12.2%
1 Year	13.11%	11.83%
3 Year	24.81%	23.05%
5 Year	21.42%	22.55%

Scheme Name	Tata Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month	13.62%	12.81%
1 Year	29.1%	26.77%
3 Year	22.07%	21.1%
5 Year	19.59%	19.06%

Scheme Name	Tata Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year	16.45%	14.58%
3 Year	13.98%	13.47%
5 Year	13.92%	11.81%

Scheme Name	Tata Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation	15.02%	14.77%
Sharp	1.03%	0.87%
Beta	0.93%	0.91%
Alpha	3.71%	4.56%

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Scheme Name	Tata Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name	Amey Sathe	Preethi R S
Total AUM	₹11910 Cr	₹1002 Cr
Funds Managed	4	1
	Tata Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option