SBI Banking & Financial Services Fund - Direct (G) vs UTI-Value Fund - Direct (G)

SBI Banking & Financial Services Fund - Direct (G) vs UTI-Value Fund - Direct (G)

stock1

SBI Banking & Financial Services Fund - Direct (G)

15.55%

stock2

UTI-Value Fund - Direct (G)

-0.67%

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About Fund

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

Computer Age Management Services Pvt. Ltd Computronics Financial Services India Ltd Datamatics Financial Software Services Ltd

Stock Holding Corporation of India Limited Citibank NA HDFC Bank Limited

Computer Age Management Services Pvt Ltd.(CAMS) Datamatics Financial Software & services Limited Karvy Computershare Pvt. Ltd. UTI Technology Services Ltd.

Very High Risk

5000

8370.76

1.64

48.2815

February 11, 2015

0

Very High Risk

5000

9726.59

1.03

185.2624

January 1, 2013

0

23.22 %

20.92 %

15.55 %

22.6 %

19.5 %

-0.67 %

Milind Agrawal

B.Tech. - Mechanical Engineering (Nirma University); PGDM-Finance (MDI, Gurgaon; CFA Charter holder, CFA Institute, USA.

Milind joined SBI Funds Management Limited in May 2018 as an Equity Research Analyst. He has an experience of over 13 years, of which more than 11 years have been in the Financial services industry. Before joining SBIFML, he had worked with Goldman Sachs Services Pvt. Ltd. as an Equity Research Analyst for 6 years. Prior to that he has experience working in the FX Consulting and IT space. F

Sohini Andani

B.Com,CA.,

Prior to joining SBI Mutual Fund she has worked with ING Investment Management Pvt. Ltd., ASK Raymond James & Associates Pvt. Ltd., LKP Shares & securities Ltd., Advani Share Broker Pvt. Ltd., CRISIL, and K R Choksey Shares & Securities Pvt. Ltd.

Anoop Bhaskar

B.Com., MBA (Finance).

Prior to joining IDFC AMC, he was associated with UTI AMC (Apr 2007-Jan 2016), Sundaram AMC (Aug 2003-Mar 2007), Franklin Templeton AMC, Shriram Financial Services Ltd, Brisk Financial Services and Cross Borders Finance & Projects.

Swati Kulkarni

B.Com. MFM (NMIMS), CAIIB-I, Certificate Examination of IIB for the Employees of UTI.

Prior to joining UTI Mutual Fund in 2004 she has worked with Reliance Industries Ltd.

Vetri Subramaniam

B.Com, PGDM

He joined UTI AMC Ltd. as Group President & Head-Equity on January 23, 2017. In his professional career of 20 years, he has worked as Head - Equity with Kotak Mahindra Asset Management Ltd. And Chief Investment Officer with Motilal Oswal Securities Ltd. Before joining UTI AMC Ltd., he was working with Invesco Asset Management Ltd. as the Chief Investment Officer.

Get your FAQs right

When comparing SBI Banking & Financial Services Fund - Direct (G) vs UTI-Value Fund - Direct (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.
Yes, you can invest in both SBI Banking & Financial Services Fund - Direct (G) and UTI-Value Fund - Direct (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.
While comparing SBI Banking & Financial Services Fund - Direct (G) and UTI-Value Fund - Direct (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.
Yes, you can typically switch between SBI Banking & Financial Services Fund - Direct (G) and UTI-Value Fund - Direct (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.
Yes, you can compare SBI Banking & Financial Services Fund - Direct (G) and UTI-Value Fund - Direct (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

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