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UTI Banking and Financial Services Fund vs Bandhan Financial Services Fund compare

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tortoise-icon Bandhan Financial Services Fund - Regular (G)

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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 Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹924 Cr ₹1128 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Jul 2023 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%
Expense Ratio 2.23 2.22
Manager Manish Gunwani Preethi R S
ISIN Code INF194KB1GE6 INF789F01372
Exits Load Bandhan Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 UTI Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month 6.64% 8.75%
6 Month -7.09% -3.38%
1 Year 14.6% 14.73%
3 Year - 16.96%
5 Year - 23.29%

SIP Return Analysis

Scheme Name Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month 0.21% 3.45%
1 Year 2.6% 7.2%
3 Year - 15.92%
5 Year - 16.93%

Rolling Lumpsum Returns

Scheme Name Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 32.27% 14.67%
3 Year - 13.36%
5 Year - 11.7%

Risk Management

Scheme Name Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation - 14.251%
Sharp - 0.511%
Beta - 0.915%
Alpha - 3.729%

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Fund Managers

Scheme Name Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name Manish Gunwani Preethi R S
Total AUM ₹8731 Cr ₹1002 Cr
Funds Managed 4 1
Bandhan Financial Services Fund - Regular (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Bandhan Financial Services Fund - Regular (G)

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

Others 10.05 10.02
Mid Cap 15.81 10.27
Small Cap 9.79 16.31
Large Cap 64.35 63.41

Sector Allocation

Scheme Name

Bandhan Financial Services Fund - Regular (G)

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

Others 6.97 4.54
Financial Services 90.91 95.39
Technology 1.75 0.08
Healthcare 0.37 -

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