BANDHAN Sterling Value Fund vs UTI Value Fund compare
BANDHAN Sterling Value Fund - Regular Plan - Growth
UTI Value Fund- Regular Plan - Growth Option
Chart Comparison
| 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) | ₹10036 Cr | ₹10141 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 | 1.75 | 1.81 |
| 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 |
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.01% | 0.78% |
| 6 Month | -0.14% | 4.86% |
| 1 Year | 19.67% | 25.54% |
| 3 Year | 18.82% | 18.35% |
| 5 Year | 25.27% | 20.52% |
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.47% | 17.57% |
| 3 Year | 22.13% | 24.05% |
| 5 Year | 27.36% | 23.16% |
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.19% | 13.04% |
| 3 Year | 17.79% | 13.72% |
| 5 Year | 16.38% | 13.31% |
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.04% | 12.09% |
| Sharp | 1.23% | 0.92% |
| Beta | 0.86% | 0.94% |
| Alpha | 5.56% | 2.95% |
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| 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 |
| Fund Manage | 19 | 3 |
| BANDHAN Sterling Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
| Scheme Name |
BANDHAN Sterling Value Fund - Regular Plan - Growth |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 10.35 | 1.76 |
| Small Cap | 16.68 | 17.42 |
| Large Cap | 59.36 | 63.18 |
| Mid Cap | 15.6 | 17.55 |
| Scheme Name |
BANDHAN Sterling Value Fund - Regular Plan - Growth |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 10.35 | 1.76 |
| Realty | 1.78 | 1.3 |
| Petroleum Products | 4.65 | 2.69 |
| IT - Software | 7.76 | 11.16 |
| Construction | 5.03 | 0.74 |
| Finance | 3.55 | 1.45 |
| Non - Ferrous Metals | 0.82 | 2.03 |
| Banks | 17.87 | 25.72 |
| Pharmaceuticals & Biotechnology | 7.36 | 7.39 |
| Leisure Services | 1.87 | 0.69 |
| Electrical Equipment | 2.18 | 0.31 |
| Consumer Durables | 2.19 | 3.72 |
| Personal Products | 1.28 | 1.99 |
| Power | 3.73 | 2.42 |
| Insurance | 4.15 | 2.94 |
| Gas | 0.9 | 0.79 |
| Diversified FMCG | 2.19 | 1.01 |
| Automobiles | 4.02 | 4.76 |
| Diversified Metals | 1.25 | - |
| Oil | 1.19 | - |
| Chemicals & Petrochemicals | 0.66 | - |
| Auto Components | 2.99 | 1.3 |
| Cement & Cement Products | 0.77 | 2.64 |
| Transport Services | 1.06 | 1.56 |
| Telecom - Services | 1.12 | 4.02 |
| Minerals & Mining | 0.22 | 1.03 |
| Commercial Services & Supplies | 1.37 | - |
| Fertilizers & Agrochemicals | 0.43 | 1.19 |
| Retailing | 1.97 | 2.39 |
| Beverages | 2.61 | - |
| Ferrous Metals | 3.09 | 2.39 |
| Food Products | 1.58 | - |
| Textiles & Apparels | - | 0.7 |
| Healthcare Services | - | 2.2 |
| Entertainment | - | 1.2 |
| Agricultural Food & other Products | - | 0.88 |
| Industrial Products | - | 0.69 |
| Aerospace & Defense | - | 1.01 |
| Capital Markets | - | 1.41 |
| Consumable Fuels | - | 1.56 |
| Transport Infrastructure | - | 0.87 |
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