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HDFC Banking and Financial Services Fund vs UTI Banking and Financial Services Fund compare
HDFC Banking and Financial Services Fund - Growth Option
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High Risk |
| Asset Size (Cr) | ₹3650 Cr | ₹1128 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Jun 2021 | 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 | 26.23% | 20% |
| Expense Ratio | 1.9 | 2.22 |
| Manager | Dhruv Muchhal | Preethi R S |
| ISIN Code | INF179KC1BJ4 | INF789F01372 |
| Exits Load | HDFC Banking and Financial Services Fund - 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 | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.85% | 1.09% |
| 6 Month | -5.23% | -3.58% |
| 1 Year | 4.13% | 6.25% |
| 3 Year | 12.62% | 12.48% |
| 5 Year | - | 10.27% |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -5.11% | -1.35% |
| 3 Year | 11.63% | 12.66% |
| 5 Year | - | 15.39% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.94% | 14.67% |
| 3 Year | 14.3% | 13.36% |
| 5 Year | - | 11.7% |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.282% | 14.589% |
| Sharp | 0.49% | 0.442% |
| Beta | 0.925% | 0.925% |
| Alpha | 3.907% | 3.368% |
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Fund Managers
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Preethi R S |
| Total AUM | ₹520687 Cr | ₹1002 Cr |
| Fund Manage | 40 | 1 |
| HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.11 | 1.06 |
| Large Cap | 71.89 | 66.66 |
| Small Cap | 18.49 | 16.92 |
| Mid Cap | 8.51 | 15.37 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.5 | 1.06 |
| Financial | 92.23 | - |
| Insurance | 5.17 | 8.76 |
| Services | 2.1 | - |
| Capital Markets | - | 10.68 |
| Finance | - | 24.2 |
| Banks | - | 55.31 |
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