Aditya Birla Sun Life Banking and Financial Services Fund vs UTI Banking and Financial Services Fund compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3264 Cr | ₹1159 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Dec 2013 | 01 Aug 2005 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 20% | 20% |
| Expense Ratio | 1.99 | 2.2 |
| Manager | Dhaval Gala | Preethi R S |
| ISIN Code | INF209K011W7 | INF789F01372 |
| Exits Load | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | UTI Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.56% | -5.14% |
| 6 Month | -7.03% | -4.78% |
| 1 Year | 4.53% | 6.16% |
| 3 Year | 10.44% | 11.46% |
| 5 Year | 11.06% | 9.74% |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -2.84% | -0.11% |
| 3 Year | 11.92% | 13.06% |
| 5 Year | 15.08% | 15.22% |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.87% | 14.8% |
| 3 Year | 14.93% | 13.37% |
| 5 Year | 12.72% | 11.82% |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.35% | 14.94% |
| Sharp | 0.59% | 0.62% |
| Beta | 0.93% | 0.92% |
| Alpha | 2.6% | 2.98% |
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| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Gala | Preethi R S |
| Total AUM | ₹23597 Cr | ₹1002 Cr |
| Fund Manage | 7 | 1 |
| Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.39 | 1.06 |
| Small Cap | 18.17 | 16.92 |
| Large Cap | 66.83 | 66.66 |
| Mid Cap | 12.62 | 15.37 |
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.39 | 1.06 |
| Capital Markets | 6.3 | 10.68 |
| Banks | 64.41 | 55.31 |
| Finance | 21.96 | 24.2 |
| Insurance | 4.95 | 8.76 |
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