Aditya Birla Sun Life Banking & PSU Debt Fund vs UTI Banking & PSU Fund compare
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹9130 Cr | ₹800 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 02 May 2008 | 03 Feb 2014 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Banking and PSU Debt Total Return Index | CRISIL Banking and PSU Debt |
Turn Over | 0.0% | 24% |
Expense Ratio | 0.73 | 0.54 |
Manager | Harshil Suvarnkar | Anurag Mittal |
ISIN Code | INF209K01LV0 | INF789F014Z9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | -0.01% | 0.41% |
6 Month | 5% | 5.04% |
1 Year | 9.1% | 9.03% |
3 Year | 7.57% | 7.59% |
5 Year | 6.27% | 7.05% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 2.43% | 2.59% |
1 Year | 9.34% | 9.48% |
3 Year | 8.19% | 8.07% |
5 Year | 6.99% | 7.82% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 8.17% | 7.53% |
3 Year | 8.77% | 7.09% |
5 Year | 9.03% | 6.01% |
Risk Management
Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.01% | 1.30% |
Sharp | 0.89% | 0.64% |
Beta | 1.12% | 1.56% |
Alpha | -0.22% | -0.71% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Name | Harshil Suvarnkar | Anurag Mittal |
Total AUM | ₹55823 Cr | ₹35669 Cr |
Funds Managed | 13 | 7 |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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