UTI Banking and Financial Services Fund vs Mirae Asset Banking and Financial Services Fund Regular Growth compare

Link copied to clipboard!

tortoise-icon Mirae Asset Banking and Financial Services Fund Regular Growth

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund Mirae Asset 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) ₹1822 Cr ₹1141 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 11 Dec 2020 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 30% 20%
Expense Ratio 2.05 2.23
Manager Gaurav Kochar Preethi R S
ISIN Code INF769K01GU5 INF789F01372
Exits Load If redeemed within 1 year (365 days) from the date of allotment: 1%. If redeemed after 1 year (365 days) from the date of allotment: NIL./365 Exit load of 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month -4.31% -4.87%
6 Month 6.48% 6.58%
1 Year 18.88% 21.41%
3 Year 11.91% 11.28%
5 Year - 10.84%

SIP Return Analysis

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month - -
1 Year 16.66% 18.11%
3 Year 18.88% 18.86%
5 Year - 18.21%

Rolling Lumpsum Returns

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 18.12% 14.8%
3 Year 14.92% 13.37%
5 Year - 11.82%

Risk Management

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation 14.7% 14.94%
Sharp 0.7% 0.62%
Beta 0.92% 0.92%
Alpha 4.02% 2.98%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name Gaurav Kochar Preethi R S
Total AUM ₹1507 Cr ₹1002 Cr
Fund Manage 1 1
Mirae Asset Banking and Financial Services Fund Regular Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Mirae Asset Banking and Financial Services Fund Regular Growth

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

Others 2.13 1.62
Large Cap 67.14 67.14
Mid Cap 14.14 11.15
Small Cap 16.58 20.11

Sector Allocation

Scheme Name

Mirae Asset Banking and Financial Services Fund Regular Growth

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

Others 0.56 1.21
Financial 94.35 94.29
Insurance 4.37 3.5
Services 0.71 1.02

Top Comparisons

Franklin India Equity Hybrid Fund - Growth Plan Franklin India Equity Hybrid Fund - Growth Plan

3Y Returns12.96%

VS

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

3Y Returns10.53%

Compare Now

360 ONE Dynamic Bond Fund Regular-Growth 360 ONE Dynamic Bond Fund Regular-Growth

3Y Returns6.4%

VS

Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns4.99%

Compare Now

Axis Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth

3Y Returns18.42%

VS

Sundaram Small Cap Fund Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

3Y Returns17.73%

Compare Now

SBI PSU Fund - Regular Plan -Growth SBI PSU Fund - Regular Plan -Growth

3Y Returns32.48%

VS

Invesco India PSU Equity Fund - Growth Invesco India PSU Equity Fund - Growth

3Y Returns29.78%

Compare Now
Request call back
Add to Cart Successfully