- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Banking and Financial Services Fund vs Baroda BNP Paribas Banking and Financial Services Fund compare
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Fund | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1128 Cr | ₹214 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Aug 2005 | 22 Jun 2012 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 20% | 82% |
| Expense Ratio | 2.22 | 2.42 |
| Manager | Preethi R S | Miten Vora |
| ISIN Code | INF789F01372 | INF955L01856 |
| Exits Load | 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 | Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 1 Month | 7.5% | 7.07% |
| 6 Month | 5.96% | 5.99% |
| 1 Year | 20.36% | 20.99% |
| 3 Year | 17.96% | 18.28% |
| 5 Year | 24.9% | 22.62% |
SIP Return Analysis
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 6 Month | 8.9% | 7.61% |
| 1 Year | 17.51% | 17.09% |
| 3 Year | 19.11% | 19.8% |
| 5 Year | 18.43% | 17.97% |
Rolling Lumpsum Returns
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 1 Year | 14.67% | 11.92% |
| 3 Year | 13.36% | 11.91% |
| 5 Year | 11.7% | 11.57% |
Risk Management
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Standard Deviation | 14.251% | 15.28% |
| Sharp | 0.511% | 0.63% |
| Beta | 0.915% | 0.94% |
| Alpha | 3.729% | 2.08% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Name | Preethi R S | Miten Vora |
| Total AUM | ₹1002 Cr | ₹6478 Cr |
| Funds Managed | 1 | 6 |
| UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
Market Cap
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 10.02 | 7.19 |
| Small Cap | 16.31 | 8.2 |
| Large Cap | 63.41 | 74.16 |
| Mid Cap | 10.27 | 10.45 |
Sector Allocation
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 4.54 | 5.94 |
| Financial Services | 95.39 | 93.23 |
| Technology | 0.08 | 0.83 |
Top Comparisons
ICICI Prudential Credit Risk Fund - Growth
3Y Returns7.51%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns8.81%
HDFC Value Fund - Growth Plan
3Y Returns17.23%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns17.33%
Franklin India Corporate Debt Fund - Growth
3Y Returns6.6%
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns7.1%
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan
3Y Returns9.02%
UTI - MNC Fund - Regular Plan - Growth Option
3Y Returns11.06%
