UTI Banking and Financial Services Fund vs Tata Banking And Financial Services Fund compare

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tortoise-icon Tata Banking And 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 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

Trailing Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month -4.63% -4.87%
6 Month 8.13% 6.58%
1 Year 16.84% 21.41%
3 Year 12.69% 11.28%
5 Year 12.99% 10.84%

SIP Return Analysis

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 16.84% 18.11%
3 Year 19.49% 18.86%
5 Year 18.19% 18.21%

Rolling Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 17.42% 14.8%
3 Year 13.7% 13.37%
5 Year 14.01% 11.82%

Risk Management

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 0.49% 0.62%
Beta 0.96% 0.92%
Alpha 4.06% 2.98%

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Fund Managers

Scheme 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

Market Cap

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

Sector Allocation

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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