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
| 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) | ₹5858 Cr | ₹1141 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 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 | 1.82 | 2.23 |
| Manager | Pradeep Kesavan | Preethi R S |
| ISIN Code | INF200KA1473 | INF789F01372 |
| Exits Load | Exit load of 0.50% if redeemed within 30 days./365 | Exit load of 1%, if redeemed within 30 days./365 |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.69% | 1.54% |
| 6 Month | 16.59% | 13.15% |
| 1 Year | 33.66% | 25.86% |
| 3 Year | 15.66% | 14.79% |
| 5 Year | 16.63% | 13.62% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.85% | 9.81% |
| 3 Year | 32.19% | 27.72% |
| 5 Year | 56.99% | 51.42% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.33% | 17.09% |
| 3 Year | 45.65% | 43.58% |
| 5 Year | 65.44% | 60.16% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.44% | 14.94% |
| Sharp | 0.68% | 0.62% |
| Beta | 0.84% | 0.92% |
| Alpha | 4% | 2.98% |
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| 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 |
| Fund Manage | 43 | 1 |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Large Cap | 67.25 | 67.14 |
| Others | 6.86 | 1.62 |
| Mid Cap | 17.5 | 11.15 |
| Small Cap | 8.37 | 20.11 |
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Financial | 93.62 | 94.29 |
| Others | 2.3 | 1.21 |
| Insurance | 4.06 | 3.5 |
| Services | - | 1.02 |
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