- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Banking and Financial Services Fund vs Quant BFSI Fund Regular compare
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Quant BFSI Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹1128 Cr | ₹601 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Aug 2005 | 19 Jun 2023 |
| 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 | 2.22 | 2.34 |
| Manager | Preethi R S | Sanjeev Sharma |
| ISIN Code | INF789F01372 | INF966L01CA6 |
| 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 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.09% | -4.18% |
| 6 Month | -3.58% | -15.7% |
| 1 Year | 6.25% | -10.07% |
| 3 Year | 12.48% | - |
| 5 Year | 10.27% | - |
SIP Return Analysis
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -1.35% | -18.36% |
| 3 Year | 12.66% | - |
| 5 Year | 15.39% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.67% | 40.14% |
| 3 Year | 13.36% | - |
| 5 Year | 11.7% | - |
Risk Management
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.589% | - |
| Sharp | 0.442% | - |
| Beta | 0.925% | - |
| Alpha | 3.368% | - |
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 | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Preethi R S | Sanjeev Sharma |
| Total AUM | ₹1002 Cr | ₹39731 Cr |
| Fund Manage | 1 | 22 |
| UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
Market Cap
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 1.06 | 14.74 |
| Small Cap | 16.92 | 44.63 |
| Large Cap | 66.66 | 31.36 |
| Mid Cap | 15.37 | 9.25 |
Sector Allocation
| Scheme Name |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 1.06 | 14.74 |
| Capital Markets | 10.68 | - |
| Finance | 24.2 | 50.76 |
| Banks | 55.31 | 9.13 |
| Insurance | 8.76 | 17.53 |
| Petroleum Products | - | 4.36 |
| Telecom - Services | - | 3.46 |
Top Comparisons
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns6.1%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns5.85%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns19.71%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns12.29%
ICICI Prudential Bluechip Fund - Growth
3Y Returns15.16%
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
