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UTI Value Fund vs BANDHAN Sterling Value Fund compare
Bandhan Value Fund - Regular Plan - Growth
UTI Value Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹9942 Cr | ₹9727 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 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.77% | 2.77% |
| 6 Month | 5.53% | 7.4% |
| 1 Year | 1.33% | 3.5% |
| 3 Year | 17.41% | 18.1% |
| 5 Year | 27.06% | 21.97% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.35% | 0.45% |
| 1 Year | 5.09% | 6.8% |
| 3 Year | 11.83% | 15.22% |
| 5 Year | 15.88% | 15.86% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.91% | 12.96% |
| 3 Year | 17.74% | 14.28% |
| 5 Year | 16.99% | 13.52% |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.88% | 12.09% |
| Sharp | 0.85% | 0.95% |
| Beta | 0.87% | 0.91% |
| Alpha | 2.01% | 2.29% |
Fund Managers
| Scheme Name | Bandhan 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 Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 8.83 | 3.28 |
| Large Cap | 61.55 | 66.38 |
| Mid Cap | 13.04 | 15.28 |
| Small Cap | 16.58 | 15.06 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 8.06 | 1.17 |
| Energy | 9.26 | 5.61 |
| Technology | 9 | 10.13 |
| Basic Materials | 7.29 | 7.21 |
| Industrials | 5.43 | 6.26 |
| Financial Services | 33.61 | 32.95 |
| Healthcare | 5.19 | 8.05 |
| Consumer Defensive | 7.65 | 2.31 |
| Consumer Cyclical | 10.71 | 14.61 |
| Communication Services | 0.78 | 7.29 |
| Real Estate | 0.88 | 1.71 |
| Utilities | 2.14 | 2.71 |
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