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
| 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) | ₹3631 Cr | ₹1141 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 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 | 1.89 | 2.23 |
| Manager | Dhruv Muchhal | Preethi R S |
| ISIN Code | INF179KC1BJ4 | INF789F01372 |
| Exits Load | Exit load of 1%, if redeemed within 30 days./365 | Exit load of 1%, if redeemed within 30 days./365 |
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.04% | 1.07% |
| 6 Month | 10.4% | 10.44% |
| 1 Year | 22.15% | 24.66% |
| 3 Year | 15.34% | 15.16% |
| 5 Year | - | 14.15% |
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.17% | 9.81% |
| 3 Year | 30.49% | 27.72% |
| 5 Year | 30.49% | 51.42% |
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.92% | 17.09% |
| 3 Year | 37.3% | 43.58% |
| 5 Year | 37.3% | 60.16% |
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 18.15% | 14.94% |
| Sharp | 0.67% | 0.62% |
| Beta | 0.92% | 0.92% |
| Alpha | 3.42% | 2.98% |
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| 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 |
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Large Cap | 71.89 | 67.14 |
| Small Cap | 18.49 | 20.11 |
| Mid Cap | 8.51 | 11.15 |
| Others | 1.11 | 1.62 |
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Financial | 92.23 | 94.29 |
| Insurance | 5.17 | 3.5 |
| Services | 2.1 | 1.02 |
| Others | 0.5 | 1.21 |
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