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

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tortoise-icon HDFC Banking and Financial Services Fund - Growth Option

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

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Chart Comparison

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

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
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 8.43% 7.5%
6 Month 4.25% 5.96%
1 Year 17.25% 20.36%
3 Year 17.71% 17.96%
5 Year - 24.9%

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 7.62% 8.9%
1 Year 12.72% 17.51%
3 Year 17.61% 19.11%
5 Year - 18.43%

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% 14.251%
Sharp 0.49% 0.511%
Beta 0.925% 0.915%
Alpha 3.907% 3.729%

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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
Funds Managed 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 2.73 10.02
Small Cap 20 16.31
Large Cap 63.5 63.41
Mid Cap 13.77 10.27

Sector Allocation

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

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

Others 1.09 4.54
Financial Services 96.99 95.39
Technology 0.55 0.08
Healthcare 1.37 -

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