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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) ₹2324 Cr ₹1128 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 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 0.55 2.22
Manager Amey Sathe Preethi R S
ISIN Code INF277K01Y86 INF789F01372
Exits Load Tata Banking And Financial Services Fund - Growth charges 0.25% 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 Tata Banking And Financial Services Fund-Regular Plan-Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month 7.93% 8.9%
6 Month -2.91% -2.63%
1 Year 16.68% 14.73%
3 Year 17.34% 16.11%
5 Year 22.44% 24.26%

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 1.92% 2.54%
1 Year 6.12% 7.12%
3 Year 16.39% 16.36%
5 Year 16.63% 17.08%

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 16.78% 14.67%
3 Year 13.75% 13.36%
5 Year 13.75% 11.7%

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% 14.251%
Sharp 0.62% 0.511%
Beta 0.94% 0.915%
Alpha 3.14% 3.729%

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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
Funds Managed 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 1.67 10.02
Small Cap 24.18 16.31
Mid Cap 15.25 10.27
Large Cap 58.9 63.41

Sector Allocation

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

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

Others 1.67 4.54
Financial Services 96.49 95.39
Technology 1.84 0.08

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