UTI Banking and Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare

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tortoise-icon Aditya Birla Sun Life Banking and 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 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 ₹100 ₹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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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 16.91% 14.94%
3 Year 15% 13.35%
5 Year 12.73% 11.86%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Others 1.7 1.62
Large Cap 65.89 67.14
Mid Cap 16.9 11.15
Small Cap 15.5 20.11

Sector Allocation

Scheme Name

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Others 1.27 1.21
Financial 91.28 94.29
Insurance 4.02 3.5
Services 2.99 1.02
Unclassified 0.43 -

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