UTI Banking and Financial Services Fund vs Tata Banking And Financial Services Fund compare
Tata Banking And Financial Services Fund-Regular Plan-Growth
Invest NowUTI Banking and Financial Services Fund - Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Banking And 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) | ₹2228 Cr | ₹1141 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Dec 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 | 10.36% | 20% |
Expense Ratio | 1.99 | 2.23 |
Manager | Amey Sathe | Preethi R S |
ISIN Code | INF277K01Y86 | INF789F01372 |
Exits Load | Exit load of 0.25% if redeemed within 30 days./365 | Exit load of 1%, if redeemed within 30 days./365 |
Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 7.3% | 1.54% |
6 Month | 20.68% | 13.15% |
1 Year | 21.9% | 25.86% |
3 Year | 14.85% | 14.79% |
5 Year | 16.42% | 13.62% |
Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 8.04% | 9.81% |
3 Year | 28.88% | 27.72% |
5 Year | 52.45% | 51.42% |
Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.17% | 17.09% |
3 Year | 44.35% | 43.58% |
5 Year | 60.84% | 60.16% |
Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.02% | 14.94% |
Sharp | 0.52% | 0.62% |
Beta | 0.96% | 0.92% |
Alpha | 3.89% | 2.98% |
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Get Free Experts GuidanceScheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Name | Amey Sathe | Preethi R S |
Total AUM | ₹11910 Cr | ₹1002 Cr |
Fund Manage | 4 | 1 |
Tata Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.23 | 1.62 |
Small Cap | 28.52 | 20.11 |
Large Cap | 57.88 | 67.14 |
Mid Cap | 10.37 | 11.15 |
Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.23 | 1.21 |
Financial | 89.4 | 94.29 |
Healthcare | 1.16 | - |
Services | 2.21 | 1.02 |
Insurance | 4 | 3.5 |
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