Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Banking and Financial Services Fund vs UTI Banking and Financial Services Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Invest Now

tortoise-icon UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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) ₹3101 Cr ₹1128 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 2.22
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

Trailing Lumpsum Returns

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 8.44% 7.61%
6 Month 6.07% 7.39%
1 Year 15.04% 18.99%
3 Year 17.37% 18.7%
5 Year 25.25% 24.26%

SIP Return Analysis

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 8.24% 8.9%
1 Year 13.61% 17.51%
3 Year 17.36% 19.11%
5 Year 17.7% 18.43%

Rolling Lumpsum Returns

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 16.58% 14.67%
3 Year 14.76% 13.36%
5 Year 12.61% 11.7%

Risk Management

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 14.932% 14.251%
Sharp 0.453% 0.511%
Beta 0.96% 0.915%
Alpha 3.029% 3.729%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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
Funds Managed 7 1
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Market Cap

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 6.76 10.02
Small Cap 16.03 16.31
Mid Cap 12.68 10.27
Large Cap 64.53 63.41

Sector Allocation

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 4 4.54
Financial Services 94.79 95.39
Technology 1.22 0.08

Top Comparisons

Nippon India Floating Rate Fund - Growth Plan-Growth Option Nippon India Floating Rate Fund - Growth Plan-Growth Option

3Y Returns7.27%

VS

Tata Floating Rate Fund-Regular Plan-Growth Tata Floating Rate Fund-Regular Plan-Growth

3Y Returns7.23%

Compare Now

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

3Y Returns11.9%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns6.46%

Compare Now

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns16.64%

VS

DSP Equity Opportunities Fund-Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

3Y Returns20.61%

Compare Now

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns15.29%

VS

LIC MF Large & Mid Cap Fund-Regular Plan-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth

3Y Returns15.29%

Compare Now
Add to Cart Successfully