UTI Banking and Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life 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) | ₹3278 Cr | ₹1141 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Dec 2013 | 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 | 20% | 20% |
| Expense Ratio | 1.99 | 2.23 |
| Manager | Dhaval Gala | Preethi R S |
| ISIN Code | INF209K011W7 | INF789F01372 |
| Exits Load | Exit load of 1% if redeemed within 30 days./365 | Exit load of 1%, if redeemed within 30 days./365 |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.09% | 1.54% |
| 6 Month | 13.43% | 13.15% |
| 1 Year | 20.71% | 25.86% |
| 3 Year | 14.37% | 14.79% |
| 5 Year | 15.71% | 13.62% |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.99% | 9.81% |
| 3 Year | 27.72% | 27.72% |
| 5 Year | 55.22% | 51.42% |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.92% | 17.09% |
| 3 Year | 47.01% | 43.58% |
| 5 Year | 64.84% | 60.16% |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.35% | 14.94% |
| Sharp | 0.59% | 0.62% |
| Beta | 0.93% | 0.92% |
| Alpha | 2.6% | 2.98% |
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| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Gala | Preethi R S |
| Total AUM | ₹23597 Cr | ₹1002 Cr |
| Fund Manage | 7 | 1 |
| Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Large Cap | 65.89 | 67.14 |
| Mid Cap | 16.9 | 11.15 |
| Small Cap | 15.5 | 20.11 |
| Others | 1.7 | 1.62 |
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Financial | 91.28 | 94.29 |
| Services | 2.99 | 1.02 |
| Insurance | 4.02 | 3.5 |
| Others | 1.27 | 1.21 |
| Unclassified | 0.43 | - |
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