UTI Value Fund vs BANDHAN Sterling Value Fund compare

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BANDHAN Sterling Value Fund - Regular Plan - Growth

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UTI Value 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	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
Fund	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹9587 Cr	₹9606 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	07 Mar 2008	20 Jul 2005
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	15%	28%
Expense Ratio	1.77	1.82
Manager	Ritika Behera	Amit Kumar Premchandani
ISIN Code	INF194K01342	INF789F01AG5
Exits Load	Bandhan Sterling Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
1 Month	-2.93%	-1.88%
6 Month	-11.54%	-8.7%
1 Year	3.53%	13.1%
3 Year	15.93%	16.05%
5 Year	22.13%	18.06%

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
6 Month	-	-
1 Year	-9.99%	-1.26%
3 Year	14.86%	17.91%
5 Year	22.33%	19.21%

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
1 Year	13.57%	13.34%
3 Year	17.79%	13.88%
5 Year	16.52%	13.37%

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
Standard Deviation	13.722%	12.09%
Sharp	0.679%	0.68%
Beta	0.946%	0.96%
Alpha	1.681%	1.91%

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Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
Name	Ritika Behera	Amit Kumar Premchandani
Total AUM	₹43013 Cr	₹13572 Cr
Fund Manage	19	3
	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
Others	10.35	1.76
Small Cap	16.68	17.42
Large Cap	59.36	63.18
Mid Cap	15.6	17.55

Scheme Name	BANDHAN Sterling Value Fund - Regular Plan - Growth	UTI Value Fund- Regular Plan - Growth Option
Others	10.35	1.76
Realty	1.78	1.3
Petroleum Products	4.65	2.69
IT - Software	7.76	11.16
Construction	5.03	0.74
Finance	3.55	1.45
Non - Ferrous Metals	0.82	2.03
Banks	17.87	25.72
Pharmaceuticals & Biotechnology	7.36	7.39
Leisure Services	1.87	0.69
Electrical Equipment	2.18	0.31
Consumer Durables	2.19	3.72
Personal Products	1.28	1.99
Power	3.73	2.42
Insurance	4.15	2.94
Gas	0.9	0.79
Diversified FMCG	2.19	1.01
Automobiles	4.02	4.76
Diversified Metals	1.25	-
Oil	1.19	-
Chemicals & Petrochemicals	0.66	-
Auto Components	2.99	1.3
Cement & Cement Products	0.77	2.64
Transport Services	1.06	1.56
Telecom - Services	1.12	4.02
Minerals & Mining	0.22	1.03
Commercial Services & Supplies	1.37	-
Fertilizers & Agrochemicals	0.43	1.19
Retailing	1.97	2.39
Beverages	2.61	-
Ferrous Metals	3.09	2.39
Food Products	1.58	-
Textiles & Apparels	-	0.7
Healthcare Services	-	2.2
Entertainment	-	1.2
Agricultural Food & other Products	-	0.88
Industrial Products	-	0.69
Aerospace & Defense	-	1.01
Capital Markets	-	1.41
Consumable Fuels	-	1.56
Transport Infrastructure	-	0.87