Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

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 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 6.35% 8.75%
6 Month -6.71% -3.38%
1 Year 11.05% 14.73%
3 Year 16.13% 16.96%
5 Year - 23.29%

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 -0.56% 2.54%
1 Year -0.14% 7.12%
3 Year 14.11% 16.36%
5 Year - 17.08%

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%

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 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 -

Top Comparisons

Kotak Banking & Financial Services Fund - Regular Plan - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns0%

VS

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

3Y Returns16.13%

Compare Now

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns18.18%

VS

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns16.02%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns20.92%

VS

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns15.49%

Compare Now

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns6.99%

VS

HSBC Gilt Fund - Regular Growth HSBC Gilt Fund - Regular Growth

3Y Returns6.37%

Compare Now
Add to Cart Successfully