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	1.69%	2.61%
6 Month	-2.98%	-3.2%
1 Year	1.08%	7.25%
3 Year	22.28%	22.86%
5 Year	32.19%	24.47%

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
6 Month	6.3%	6.48%
1 Year	2.55%	4.28%
3 Year	16.66%	19.27%
5 Year	20.68%	18.79%

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
1 Year	12.66%	13.26%
3 Year	17.68%	14.11%
5 Year	16.72%	13.44%

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%	0.98%
Beta	0.912%	0.93%
Alpha	3.11%	2.1%

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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	0.57
Large Cap	59.51	68.65
Small Cap	16.41	14.35
Mid Cap	14.74	16.41

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
Others	9.28	0.57
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	-	4.47
Gas	-	1.02
IT - Software	-	10.5
Cement & Cement Products	-	1.57
Personal Products	-	2.34
Transport Services	-	1.11
Textiles & Apparels	-	0.39
Non - Ferrous Metals	-	1.79
Banks	-	29.32
Pharmaceuticals & Biotechnology	-	5.79
Healthcare Services	-	2.23
Automobiles	-	7.35
Ferrous Metals	-	1.02
Consumer Durables	-	4
Entertainment	-	0.88
Construction	-	0.9
Realty	-	1.48
Industrial Products	-	0.8
Aerospace & Defense	-	1.18
Telecom - Services	-	4.28
Capital Markets	-	1.15
Consumable Fuels	-	1.57
Minerals & Mining	-	0.98
Fertilizers & Agrochemicals	-	0.91
Retailing	-	2.39
Insurance	-	2.89
Power	-	1.83
Finance	-	1.4
Auto Components	-	1.04
Paper, Forest & Jute Products	-	0.72
Leisure Services	-	1.25
Transport Infrastructure	-	0.86