ITI Banking and Financial Services Fund Regular vs UTI Banking and Financial Services Fund compare

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tortoise-icon ITI Banking and Financial Services Fund Regular - Growth

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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 ITI Banking and Financial Services Fund Regular - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund ITI Banking and Financial Services Fund Regular - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹270 Cr ₹1141 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Dec 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 % 20%
Expense Ratio 2.34 2.23
Manager Rohan Korde Preethi R S
ISIN Code INF00XX01BR2 INF789F01372
Exits Load Exit load of 1% if redeemed within 12 months./365 Exit load of 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name ITI Banking and Financial Services Fund Regular - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month 1.23% 1.54%
6 Month 8.92% 13.15%
1 Year 17.78% 25.86%
3 Year - 14.79%
5 Year - 13.62%

SIP Return Analysis

Scheme Name ITI Banking and Financial Services Fund Regular - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month - -
1 Year 5.97% 9.81%
3 Year 19.18% 27.72%
5 Year 19.18% 51.42%

Rolling Lumpsum Returns

Scheme Name ITI Banking and Financial Services Fund Regular - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 15.8% 14.94%
3 Year - 13.35%
5 Year - 11.86%

Risk Management

Scheme Name ITI Banking and Financial Services Fund Regular - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation 17.95% 14.94%
Sharp - 0.62%
Beta - 0.92%
Alpha - 2.98%

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Fund Managers

Scheme Name ITI Banking and Financial Services Fund Regular - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name Rohan Korde Preethi R S
Total AUM ₹4626 Cr ₹1002 Cr
Fund Manage 10 1
ITI Banking and Financial Services Fund Regular - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

ITI Banking and Financial Services Fund Regular - Growth

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

Others 5.32 1.62
Large Cap 69.43 67.14
Small Cap 12.56 20.11
Mid Cap 12.69 11.15

Sector Allocation

Scheme Name

ITI Banking and Financial Services Fund Regular - Growth

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

Others 2.6 1.21
Financial 91.46 94.29
Services 2.79 1.02
Insurance 3.15 3.5

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