Bandhan Financial Services Fund vs UTI Banking and Financial Services Fund compare

Link copied to clipboard!

tortoise-icon Bandhan Financial Services Fund - Regular (G)

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 Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹951 Cr ₹1159 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Jul 2023 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%
Expense Ratio 2.21 2.2
Manager Manish Gunwani Preethi R S
ISIN Code INF194KB1GE6 INF789F01372
Exits Load Bandhan Financial Services Fund - Regular Plan - Growth charges 0.5% 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 Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month -3.43% -3.41%
6 Month 0.22% -3.04%
1 Year 13.65% 8.11%
3 Year - 11.82%
5 Year - 10.12%

SIP Return Analysis

Scheme Name Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month - -
1 Year 4.4% -0.11%
3 Year - 13.06%
5 Year - 15.22%

Rolling Lumpsum Returns

Scheme Name Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 36.27% 14.8%
3 Year - 13.37%
5 Year - 11.82%

Risk Management

Scheme Name Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation - 14.94%
Sharp - 0.62%
Beta - 0.92%
Alpha - 2.98%

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 Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name Manish Gunwani Preethi R S
Total AUM ₹8731 Cr ₹1002 Cr
Fund Manage 4 1
Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Bandhan Financial Services Fund - Regular (G)

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

Others 13.7 1.06
Mid Cap 14.38 15.37
Small Cap 15.61 16.92
Large Cap 56.31 66.66

Sector Allocation

Scheme Name

Bandhan Financial Services Fund - Regular (G)

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

Others 10.66 1.06
Services 7.27 -
Financial 74.03 -
Insurance 8.04 8.76
Capital Markets - 10.68
Finance - 24.2
Banks - 55.31

Top Comparisons

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns21.15%

VS

Baroda BNP Paribas Small Cap Fund - Regular (G) Baroda BNP Paribas Small Cap Fund - Regular (G)

3Y Returns0%

Compare Now

ICICI Prudential Passive Strategy Fund (FOF) - Growth ICICI Prudential Passive Strategy Fund (FOF) - Growth

3Y Returns14.51%

VS

Nippon India Passive Flexicap FoF - Regular Plan - Growth Option Nippon India Passive Flexicap FoF - Regular Plan - Growth Option

3Y Returns12.42%

Compare Now

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns16.43%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns15.77%

Compare Now

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns21.15%

VS

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns21.45%

Compare Now
Request call back
Add to Cart Successfully