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

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tortoise-icon Tata Banking And 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 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) ₹2324 Cr ₹1128 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 0.55 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

Trailing Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month -0.55% -0.31%
6 Month 10.02% 10.69%
1 Year 19.42% 17.97%
3 Year 22.51% 21.03%
5 Year 24.44% 26.72%

SIP Return Analysis

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month 10.16% 9.62%
1 Year 20.1% 19.16%
3 Year 19.65% 19.12%
5 Year 18.14% 18.01%

Rolling Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 16.78% 14.67%
3 Year 13.75% 13.36%
5 Year 13.75% 11.7%

Risk Management

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% 14.251%
Sharp 0.92% 0.511%
Beta 0.94% 0.915%
Alpha 2.92% 3.729%

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Fund Managers

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

Market Cap

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

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

Others 5.01 10.02
Mid Cap 13.78 10.27
Large Cap 58.94 63.41
Small Cap 22.27 16.31

Sector Allocation

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

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

Others 5.01 4.54
Finance 21.16 -
Banks 63.17 -
Capital Markets 2.08 -
Insurance 6.74 -
Financial Technology (Fintech) 1.84 -
Financial Services - 95.39
Technology - 0.08

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