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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Get Free Experts GuidanceScheme 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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