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SBI Banking & Financial Services Fund vs UTI Banking and Financial Services Fund compare

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tortoise-icon SBI Banking & Financial Services Fund - Regular Plan - 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 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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