ITI Banking and Financial Services Fund Regular vs UTI Banking and Financial Services Fund compare
ITI Banking and Financial Services Fund Regular - Growth
Invest NowUTI Banking and Financial Services Fund - Regular Plan - Growth Option
Invest NowChart Comparison
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) | ₹268 Cr | ₹1159 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 | 2.2 |
Manager | Rohan Korde | Preethi R S |
ISIN Code | INF00XX01BR2 | INF789F01372 |
Exits Load | ITI Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 |
Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.42% | 0.89% |
6 Month | 0.02% | 1.72% |
1 Year | 8.46% | 12.9% |
3 Year | 10.51% | 15.78% |
5 Year | - | 10.76% |
Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 4.81% | 9.64% |
3 Year | - | 17% |
5 Year | - | 17.61% |
Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.56% | 14.8% |
3 Year | 11.18% | 13.37% |
5 Year | - | 11.82% |
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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Get Free Experts GuidanceScheme 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 |
Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.02 | 1.06 |
Small Cap | 10.4 | 16.92 |
Large Cap | 72.51 | 66.66 |
Mid Cap | 15.07 | 15.37 |
Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.02 | 1.06 |
IT - Services | 1.04 | - |
Finance | 23.11 | 24.2 |
Banks | 60.3 | 55.31 |
Insurance | 5.91 | 8.76 |
Financial Technology (Fintech) | 3.12 | - |
Capital Markets | 4.5 | 10.68 |
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