UTI Banking and Financial Services Fund vs SBI Banking & Financial Services Fund compare

Link copied to clipboard!

tortoise-icon SBI Banking & Financial Services Fund - Regular Plan - 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 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) ₹6457 Cr ₹1159 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 1.82 2.2
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 2.94% 1.53%
6 Month 6.54% 3.23%
1 Year 18.77% 10.73%
3 Year 17.14% 14.82%
5 Year 13.75% 10.7%

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 - -
1 Year 16.95% 9.64%
3 Year 21.06% 17%
5 Year 19.54% 17.61%

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 17.37% 14.8%
3 Year 14.91% 13.37%
5 Year 13.31% 11.82%

Risk Management

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation 14.44% 14.94%
Sharp 0.68% 0.62%
Beta 0.84% 0.92%
Alpha 4% 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 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 11.6 1.06
Mid Cap 19.27 15.37
Small Cap 15.2 16.92
Large Cap 53.93 66.66

Sector Allocation

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

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

Others 11.6 1.06
Finance 18.54 24.2
Banks 57.27 55.31
Capital Markets 5.39 10.68
Financial Technology (Fintech) 2.22 -
Insurance 4.98 8.76

Top Comparisons

ICICI Prudential Quant Fund Growth ICICI Prudential Quant Fund Growth

3Y Returns15.66%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns24.51%

Compare Now

Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

3Y Returns17.95%

VS

Motilal Oswal Asset Allocation FOF- C- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth

3Y Returns9.9%

Compare Now

Invesco India Corporate Bond Fund - Growth Invesco India Corporate Bond Fund - Growth

3Y Returns5.74%

VS

DSP Corporate Bond Fund - Regular - Growth DSP Corporate Bond Fund - Regular - Growth

3Y Returns5.3%

Compare Now

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns5.74%

VS

Axis Gilt Fund - Regular Plan - Growth Option Axis Gilt Fund - Regular Plan - Growth Option

3Y Returns6.22%

Compare Now
Request call back
Add to Cart Successfully