UTI Value Fund vs BANDHAN Sterling Value Fund compare

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BANDHAN Sterling Value Fund - Regular Plan - Growth

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UTI Value 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	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
Fund	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹9587 Cr	₹9606 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	07 Mar 2008	20 Jul 2005
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	15%	28%
Expense Ratio	1.77	1.82
Manager	Ritika Behera	Amit Kumar Premchandani
ISIN Code	INF194K01342	INF789F01AG5
Exits Load	Bandhan Sterling Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
1 Month	1.97%	1.72%
6 Month	-0.53%	-1%
1 Year	4.27%	11.99%
3 Year	19.89%	21.06%
5 Year	35.38%	26.28%

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
6 Month	5.45%	4.96%
1 Year	2.64%	3.93%
3 Year	18.29%	20.38%
5 Year	22.08%	19.5%

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
1 Year	13.57%	13.34%
3 Year	17.79%	13.88%
5 Year	16.52%	13.37%

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
Standard Deviation	13.72%	12.09%
Sharp	0.672%	0.85%
Beta	0.912%	0.92%
Alpha	3.11%	3.11%

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Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
Name	Ritika Behera	Amit Kumar Premchandani
Total AUM	₹43013 Cr	₹13572 Cr
Funds Managed	19	3
	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
Others	9.33	0.71
Large Cap	59.51	68.52
Small Cap	16.41	14.24
Mid Cap	14.74	16.52

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
Others	9.28	0.71
Basic Materials	8.56	-
Energy	8.1	-
Technology	8.39	-
Industrials	8.15	-
Financial Services	28.95	-
Healthcare	5.86	-
Consumer Cyclical	10.93	-
Consumer Defensive	7.36	-
Utilities	2.62	-
Real Estate	1.78	-
Petroleum Products	-	4.16
Gas	-	1.06
IT - Software	-	10.85
Cement & Cement Products	-	1.49
Personal Products	-	2.34
Transport Services	-	1.21
Ferrous Metals	-	2.23
Textiles & Apparels	-	0.43
Non - Ferrous Metals	-	2.08
Banks	-	28.31
Pharmaceuticals & Biotechnology	-	6.02
Healthcare Services	-	2.11
Automobiles	-	5.74
Consumer Durables	-	4
Diversified FMCG	-	1.08
Entertainment	-	0.86
Construction	-	0.87
Realty	-	1.47
Industrial Products	-	0.85
Aerospace & Defense	-	1.15
Telecom - Services	-	4.03
Capital Markets	-	1.12
Consumable Fuels	-	1.64
Minerals & Mining	-	1.1
Fertilizers & Agrochemicals	-	0.8
Retailing	-	2.41
Insurance	-	2.75
Power	-	1.75
Finance	-	1.57
Auto Components	-	1.04
Paper, Forest & Jute Products	-	0.63
Leisure Services	-	1.18
Transport Infrastructure	-	0.95