- 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 SBI Banking & Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Banking & Financial Services Fund - Regular Plan - 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) | ₹6556 Cr | ₹1128 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2015 | 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 | 84% | 20% |
| Expense Ratio | 1.81 | 2.22 |
| Manager | Pradeep Kesavan | Preethi R S |
| ISIN Code | INF200KA1473 | INF789F01372 |
| Exits Load | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.26% | -0.31% |
| 6 Month | -3.93% | -4.65% |
| 1 Year | 9.36% | 6.28% |
| 3 Year | 17.32% | 15.34% |
| 5 Year | 15% | 14.12% |
SIP Return Analysis
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.94% | -5.22% |
| 1 Year | -4.2% | -6.32% |
| 3 Year | 14.25% | 11.02% |
| 5 Year | 15.42% | 13.97% |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.48% | 14.67% |
| 3 Year | 14.93% | 13.36% |
| 5 Year | 13.34% | 11.7% |
Risk Management
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.062% | 14.251% |
| Sharp | 0.684% | 0.511% |
| Beta | 0.84% | 0.915% |
| Alpha | 5.666% | 3.729% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Preethi R S |
| Total AUM | ₹434274 Cr | ₹1002 Cr |
| Fund Manage | 43 | 1 |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 14.27941 | 10.02094 |
| Mid Cap | 16.44655 | 10.26682 |
| Small Cap | 14.09448 | 16.30574 |
| Large Cap | 55.17956 | 63.4065 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 14.27941 | 4.53516 |
| Financial Services | 85.72059 | 95.38618 |
| Technology | - | 0.07866 |
Top Comparisons
Bandhan Floating Rate Fund Regular - Growth
3Y Returns6.38%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns6.17%
DSP Savings Fund - Regular Plan - Growth
3Y Returns6.39%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns6.32%
Invesco India Largecap Fund - Growth
3Y Returns12.74%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns13.37%
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns6.07%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns7.22%
