Tata Banking And Financial Services Fund vs UTI Banking and Financial Services Fund compare
Tata Banking And Financial Services Fund-Regular Plan-Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Banking And 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) | ₹2228 Cr | ₹1141 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Dec 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 | 10.36% | 20% |
| Expense Ratio | 1.99 | 2.23 |
| Manager | Amey Sathe | Preethi R S |
| ISIN Code | INF277K01Y86 | INF789F01372 |
| Exits Load | Exit load of 0.25% if redeemed within 30 days./365 | Exit load of 1%, if redeemed within 30 days./365 |
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.32% | 2.74% |
| 6 Month | 12.23% | 12.13% |
| 1 Year | 22.66% | 27.9% |
| 3 Year | 12.64% | 12.12% |
| 5 Year | 14% | 12.17% |
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.04% | 9.81% |
| 3 Year | 28.88% | 27.72% |
| 5 Year | 52.45% | 51.42% |
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.24% | 14.94% |
| 3 Year | 13.71% | 13.35% |
| 5 Year | 14.01% | 11.86% |
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.02% | 14.94% |
| Sharp | 0.59% | 0.62% |
| Beta | 0.96% | 0.92% |
| Alpha | 4.36% | 2.98% |
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| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Amey Sathe | Preethi R S |
| Total AUM | ₹11910 Cr | ₹1002 Cr |
| Fund Manage | 4 | 1 |
| Tata Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.23 | 1.62 |
| Small Cap | 28.52 | 20.11 |
| Large Cap | 57.88 | 67.14 |
| Mid Cap | 10.37 | 11.15 |
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.23 | 1.21 |
| Financial | 89.4 | 94.29 |
| Healthcare | 1.16 | - |
| Services | 2.21 | 1.02 |
| Insurance | 4 | 3.5 |
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