UTI Banking and Financial Services Fund vs Nippon India Banking and Financial Services Fund compare
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6238 Cr | ₹1159 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 May 2003 | 01 Aug 2005 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty Financial Services TRI |
| Turn Over | 38% | 20% |
| Expense Ratio | 1.88 | 2.2 |
| Manager | Vinay Sharma | Preethi R S |
| ISIN Code | INF204K01927 | INF789F01372 |
| Exits Load | Nippon India Banking & Financial Services Fund - Growth charges 1.0% 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 |
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.3% | 4.84% |
| 6 Month | 6.98% | 6.6% |
| 1 Year | 13.43% | 14.34% |
| 3 Year | 18.43% | 15.09% |
| 5 Year | 14.83% | 11.55% |
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.29% | 19.75% |
| 3 Year | 21.81% | 20.23% |
| 5 Year | 22.84% | 19.08% |
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.95% | 14.8% |
| 3 Year | 18.76% | 13.37% |
| 5 Year | 17.3% | 11.82% |
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.79% | 14.94% |
| Sharp | 0.79% | 0.62% |
| Beta | 0.95% | 0.92% |
| Alpha | 1.92% | 2.98% |
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| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vinay Sharma | Preethi R S |
| Total AUM | ₹14183 Cr | ₹1002 Cr |
| Fund Manage | 3 | 1 |
| Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Scheme Name |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.82 | 1.06 |
| Small Cap | 11.07 | 16.92 |
| Large Cap | 77.26 | 66.66 |
| Mid Cap | 10.85 | 15.37 |
| Scheme Name |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.82 | 1.06 |
| Financial | 89.48 | - |
| Insurance | 8.13 | 8.76 |
| Services | 1.57 | - |
| Capital Markets | - | 10.68 |
| Finance | - | 24.2 |
| Banks | - | 55.31 |
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