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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
Overview
| 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) | ₹9587 Cr | ₹9606 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 | 1.77 | 1.82 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.82% | 2.24% |
| 6 Month | -6.94% | -6.74% |
| 1 Year | 6.91% | 15.63% |
| 3 Year | 15.72% | 17.31% |
| 5 Year | 33.83% | 25.91% |
SIP Return Analysis
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.54% | -1.04% |
| 1 Year | -6.71% | -4.34% |
| 3 Year | 15.97% | 17.97% |
| 5 Year | 21.65% | 18.53% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.57% | 13.34% |
| 3 Year | 17.79% | 13.88% |
| 5 Year | 16.52% | 13.37% |
Risk Management
| Scheme Name | BANDHAN Sterling Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.72% | 12.09% |
| Sharp | 0.672% | 0.64% |
| Beta | 0.912% | 0.93% |
| Alpha | 3.11% | 2.62% |
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Fund Managers
| 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 |
| Funds Managed | 19 | 3 |
| BANDHAN Sterling Value Fund - Regular Plan - Growth | UTI Value Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
BANDHAN Sterling Value Fund - Regular Plan - Growth |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 9.33 | 0.94 |
| Large Cap | 59.51 | 67.71 |
| Small Cap | 16.41 | 13.24 |
| Mid Cap | 14.74 | 18.1 |
Sector Allocation
| Scheme Name |
BANDHAN Sterling Value Fund - Regular Plan - Growth |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 9.28 | 0.57 |
| Basic Materials | 8.56 | 9.82 |
| Energy | 8.1 | 5.65 |
| Technology | 8.39 | 11.65 |
| Industrials | 8.15 | 4.94 |
| Financial Services | 28.95 | 33.72 |
| Healthcare | 5.86 | 7.88 |
| Consumer Cyclical | 10.93 | 11.83 |
| Consumer Defensive | 7.36 | 3.37 |
| Utilities | 2.62 | 2.6 |
| Real Estate | 1.78 | 1.47 |
| Communication Services | - | 6.49 |
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