SBI Banking & Financial Services Fund vs UTI Banking and Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Banking & Financial Services Fund - Regular Plan - 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) | ₹6556 Cr | ₹1128 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Feb 2015 | 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 | 84% | 20% |
Expense Ratio | 1.81 | 2.22 |
Manager | Pradeep Kesavan | Preethi R S |
ISIN Code | INF200KA1473 | INF789F01372 |
Exits Load | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 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 |
Trailing Lumpsum Returns
Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 7.72% | 8.75% |
6 Month | -2.01% | -3.38% |
1 Year | 17.44% | 14.73% |
3 Year | 18.5% | 16.96% |
5 Year | 23.62% | 23.29% |
SIP Return Analysis
Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.63% | 2.54% |
1 Year | 7.35% | 7.12% |
3 Year | 19.06% | 16.36% |
5 Year | 18.16% | 17.08% |
Rolling Lumpsum Returns
Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.48% | 14.67% |
3 Year | 14.93% | 13.36% |
5 Year | 13.34% | 11.7% |
Risk Management
Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.062% | 14.251% |
Sharp | 0.684% | 0.511% |
Beta | 0.84% | 0.915% |
Alpha | 5.666% | 3.729% |
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Fund Managers
Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Preethi R S |
Total AUM | ₹434274 Cr | ₹1002 Cr |
Funds Managed | 43 | 1 |
SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Others | 14.28 | 10.02 |
Mid Cap | 16.45 | 10.27 |
Small Cap | 14.09 | 16.31 |
Large Cap | 55.18 | 63.41 |
Sector Allocation
Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Others | 14.28 | 4.54 |
Financial Services | 85.72 | 95.39 |
Technology | - | 0.08 |
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