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

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tortoise-icon SBI Banking & Financial Services Fund - Regular Plan - Growth

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

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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) ₹5858 Cr ₹1141 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 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 2.23
Manager Pradeep Kesavan Preethi R S
ISIN Code INF200KA1473 INF789F01372
Exits Load Exit load of 0.50% if redeemed within 30 days./365 Exit load of 1%, if redeemed within 30 days./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 0.69% 1.54%
6 Month 16.59% 13.15%
1 Year 33.66% 25.86%
3 Year 15.66% 14.79%
5 Year 16.63% 13.62%

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 13.85% 9.81%
3 Year 32.19% 27.72%
5 Year 56.99% 51.42%

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 17.41% 14.94%
3 Year 14.91% 13.35%
5 Year 13.33% 11.86%

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%

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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 6.86 1.62
Large Cap 67.25 67.14
Small Cap 8.37 20.11
Mid Cap 17.5 11.15

Sector Allocation

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

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

Others 2.3 1.21
Financial 93.62 94.29
Insurance 4.06 3.5
Services - 1.02

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