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) | ₹3278 Cr | ₹1141 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 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 | 2.23 |
| Manager | Dhaval Gala | Preethi R S |
| ISIN Code | INF209K011W7 | INF789F01372 |
| Exits Load | Exit load of 1% if redeemed within 30 days./365 | Exit load of 1%, if redeemed within 30 days./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 | -4.62% | -4.19% |
| 6 Month | 5.68% | 7.33% |
| 1 Year | 16.45% | 22.28% |
| 3 Year | 10.99% | 11.56% |
| 5 Year | 12.35% | 11.01% |
| 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 | 13.75% | 18.11% |
| 3 Year | 17.78% | 18.86% |
| 5 Year | 18.25% | 18.21% |
| 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 | 1.94 | 1.62 |
| Small Cap | 18.04 | 20.11 |
| Large Cap | 64.37 | 67.14 |
| Mid Cap | 15.65 | 11.15 |
| 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 | 1.94 | 1.21 |
| Capital Markets | 5.31 | - |
| Banks | 61.48 | - |
| Finance | 25.62 | - |
| Insurance | 5.65 | 3.5 |
| Financial | - | 94.29 |
| Services | - | 1.02 |
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