- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹10302 Cr | ₹10135 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 | -0.26% | -0.17% |
| 6 Month | 2.93% | 3.73% |
| 1 Year | 1.74% | 3.18% |
| 3 Year | 17.08% | 17.83% |
| 5 Year | 22.69% | 17.89% |
SIP Return Analysis
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.77% | 2.36% |
| 1 Year | 13.15% | 14.41% |
| 3 Year | 13.33% | 16.64% |
| 5 Year | 16.16% | 16.49% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.57% | 12.84% |
| 3 Year | 18.23% | 14.45% |
| 5 Year | 17.42% | 13.57% |
Risk Management
| Scheme Name | Bandhan Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.92% | 12.09% |
| Sharp | 0.86% | 0.92% |
| Beta | 0.88% | 0.91% |
| Alpha | 2.68% | 2.4% |
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 | 9.27 | 3 |
| Large Cap | 61.27 | 65.88 |
| Small Cap | 15.7 | 15.05 |
| Mid Cap | 13.76 | 16.07 |
Sector Allocation
| Scheme Name |
Bandhan Value Fund - Regular Plan - Growth |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 8.55 | 1.02 |
| Energy | 9.86 | 5.58 |
| Technology | 9.5 | 10.42 |
| Industrials | 4.7 | 6.59 |
| Basic Materials | 7.14 | 4.06 |
| Financial Services | 33.97 | 34.97 |
| Healthcare | 5.2 | 7.94 |
| Consumer Defensive | 8.17 | 2.99 |
| Consumer Cyclical | 9.56 | 13.76 |
| Communication Services | 0.71 | 7.61 |
| Real Estate | 1.06 | 2.5 |
| Utilities | 1.56 | 2.54 |
Top Comparisons
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns23.1%
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns15.85%
Invesco India Largecap Fund - Growth
3Y Returns16.59%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.61%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.26%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.43%
Nippon India Medium Duration Fund - Growth Option
3Y Returns8.23%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.33%
