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) ₹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

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 1% 1.54%
6 Month 13.36% 13.15%
1 Year 24.09% 25.86%
3 Year 15.12% 14.79%
5 Year - 13.62%

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 10.17% 9.81%
3 Year 30.49% 27.72%
5 Year 30.49% 51.42%

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 20.36% 14.94%
3 Year 14.52% 13.35%
5 Year - 11.86%

Risk Management

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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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 1.62
Large Cap 71.89 67.14
Small Cap 18.49 20.11
Mid Cap 8.51 11.15

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 1.21
Financial 92.23 94.29
Insurance 5.17 3.5
Services 2.1 1.02

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