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) | ₹268 Cr | ₹1159 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 | 2.2 |
| Manager | Rohan Korde | Preethi R S |
| ISIN Code | INF00XX01BR2 | INF789F01372 |
| Exits Load | ITI Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.04% | -5.14% |
| 6 Month | -5.42% | -4.78% |
| 1 Year | 4.19% | 6.16% |
| 3 Year | 9% | 11.46% |
| 5 Year | - | 9.74% |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -3% | -0.11% |
| 3 Year | 8.93% | 13.06% |
| 5 Year | - | 15.22% |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.56% | 14.8% |
| 3 Year | 11.18% | 13.37% |
| 5 Year | - | 11.82% |
| 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 |
|---|---|---|
| Others | 2.02 | 1.06 |
| Small Cap | 10.4 | 16.92 |
| Large Cap | 72.51 | 66.66 |
| Mid Cap | 15.07 | 15.37 |
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.02 | 1.06 |
| IT - Services | 1.04 | - |
| Finance | 23.11 | 24.2 |
| Banks | 60.3 | 55.31 |
| Insurance | 5.91 | 8.76 |
| Financial Technology (Fintech) | 3.12 | - |
| Capital Markets | 4.5 | 10.68 |
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