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
| 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 | Very High |
| Asset Size (Cr) | ₹1159 Cr | ₹630 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 | 2.2 | 2.33 |
| 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 |
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | -5.14% | -2.42% |
| 6 Month | -4.78% | -12.41% |
| 1 Year | 6.16% | 3.23% |
| 3 Year | 11.46% | - |
| 5 Year | 9.74% | - |
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -0.11% | -9.17% |
| 3 Year | 13.06% | - |
| 5 Year | 15.22% | - |
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.8% | 50.02% |
| 3 Year | 13.37% | - |
| 5 Year | 11.82% | - |
| Scheme Name | UTI Banking and Financial Services Fund - Regular Plan - Growth Option | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.94% | - |
| Sharp | 0.62% | - |
| Beta | 0.92% | - |
| Alpha | 2.98% | - |
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| 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 |
| 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 |
| 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 |
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