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UTI Value Fund vs BANDHAN Sterling Value Fund compare

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tortoise-icon BANDHAN Sterling Value Fund - Regular Plan - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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

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