Quant BFSI Fund Regular vs UTI Banking and Financial Services Fund compare
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Quant BFSI Fund Regular - Growth
Chart Comparison
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1141 Cr | ₹619 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Aug 2005 | 05 Jun 2023 |
| 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 | 2.23 | 2.32 |
| Manager | Preethi R S | Sanjeev Sharma |
| ISIN Code | INF789F01372 | INF966L01CA6 |
| Exits Load | Exit load of 1%, if redeemed within 30 days./365 | Exit load of 1%, if redeemed within 15 days./365 |
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.54% | -1.1% |
| 6 Month | 13.15% | 8.94% |
| 1 Year | 25.86% | 51.67% |
| 3 Year | 14.79% | - |
| 5 Year | 13.62% | - |
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.81% | 24.32% |
| 3 Year | 27.72% | 27.5% |
| 5 Year | 51.42% | 27.5% |
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.09% | 28.15% |
| 3 Year | 43.58% | 28.15% |
| 5 Year | 60.16% | 28.15% |
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.94% | - |
| Sharp | 0.62% | - |
| Beta | 0.92% | - |
| Alpha | 2.98% | - |
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| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Preethi R S | Sanjeev Sharma |
| Total AUM | ₹1002 Cr | ₹39731 Cr |
| Fund Manage | 1 | 22 |
| UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 1.62 | 27.79 |
| Large Cap | 67.14 | 51.5 |
| Small Cap | 20.11 | 20.71 |
| Mid Cap | 11.15 | - |
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 1.21 | -0.48 |
| Financial | 94.29 | 68.77 |
| Insurance | 3.5 | 16.82 |
| Services | 1.02 | - |
| Energy | - | 14.89 |
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