- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Axis Banking & PSU Debt Fund vs UTI Banking & PSU Fund compare
UTI Banking & PSU Fund- Regular Plan - Growth Option
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Chart Comparison
Overview
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Fund | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹800 Cr | ₹13428 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 03 Feb 2014 | 08 Jun 2012 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | Nifty Banking & PSU Debt Index A-II |
| Turn Over | 24% | % |
| Expense Ratio | 0.54 | 0.63 |
| Manager | Anurag Mittal | Hardik Shah |
| ISIN Code | INF789F014Z9 | INF846K01CB0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Month | 0.31% | 0.28% |
| 6 Month | 5.02% | 5.03% |
| 1 Year | 9% | 8.97% |
| 3 Year | 7.43% | 7.17% |
| 5 Year | 6.97% | 5.81% |
SIP Return Analysis
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 6 Month | 2.55% | 2.4% |
| 1 Year | 9.53% | 9.39% |
| 3 Year | 8.12% | 8.03% |
| 5 Year | 7.88% | 6.83% |
Rolling Lumpsum Returns
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Year | 7.53% | 7.93% |
| 3 Year | 7.09% | 8.07% |
| 5 Year | 6.01% | 8% |
Risk Management
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Standard Deviation | 1.30% | 0.87% |
| Sharp | 0.60% | -0.4% |
| Beta | 1.59% | 1.63% |
| Alpha | -0.81% | 2.92% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Name | Anurag Mittal | Hardik Shah |
| Total AUM | ₹35669 Cr | ₹0 Cr |
| Funds Managed | 7 | 12 |
| UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Market Cap
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ICICI Prudential Focused Equity Fund - Growth
3Y Returns25.3%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns18.81%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns15.07%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns22.09%
SBI Gold Fund Regular Plan - Growth
3Y Returns22.46%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns22.32%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns26.09%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns23.42%
