UTI Banking and Financial Services Fund vs ITI Banking and Financial Services Fund Regular compare
ITI Banking and Financial Services Fund Regular - Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI Banking and Financial Services Fund Regular - 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) | ₹270 Cr | ₹1141 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Dec 2021 | 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 | 2.34 | 2.23 |
| Manager | Rohan Korde | Preethi R S |
| ISIN Code | INF00XX01BR2 | INF789F01372 |
| Exits Load | Exit load of 1% if redeemed within 12 months./365 | Exit load of 1%, if redeemed within 30 days./365 |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.23% | 1.54% |
| 6 Month | 8.92% | 13.15% |
| 1 Year | 17.78% | 25.86% |
| 3 Year | - | 14.79% |
| 5 Year | - | 13.62% |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.97% | 9.81% |
| 3 Year | 19.18% | 27.72% |
| 5 Year | 19.18% | 51.42% |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.59% | 17.09% |
| 3 Year | 25.36% | 43.58% |
| 5 Year | 25.36% | 60.16% |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.95% | 14.94% |
| Sharp | - | 0.62% |
| Beta | - | 0.92% |
| Alpha | - | 2.98% |
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| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rohan Korde | Preethi R S |
| Total AUM | ₹4626 Cr | ₹1002 Cr |
| Fund Manage | 10 | 1 |
| ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Large Cap | 69.43 | 67.14 |
| Others | 5.32 | 1.62 |
| Mid Cap | 12.69 | 11.15 |
| Small Cap | 12.56 | 20.11 |
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Financial | 91.46 | 94.29 |
| Others | 2.6 | 1.21 |
| Insurance | 3.15 | 3.5 |
| Services | 2.79 | 1.02 |
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