BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs UTI Banking & PSU Fund compare
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Fund | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹142 Cr | ₹800 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 13 Nov 2023 | 03 Feb 2014 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Financials Bond Index | CRISIL Banking and PSU Debt |
Turn Over | % | 24% |
Expense Ratio | 0.89 | 0.54 |
Manager | Siddharth Chaudhary | Anurag Mittal |
ISIN Code | INF0QA701557 | INF789F014Z9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | -0.3% | 0.2% |
6 Month | 5.21% | 5.06% |
1 Year | 9.35% | 9.07% |
3 Year | - | 7.45% |
5 Year | - | 7% |
SIP Return Analysis
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 2.49% | 2.55% |
1 Year | 9.61% | 9.53% |
3 Year | - | 8.12% |
5 Year | - | 7.88% |
Rolling Lumpsum Returns
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 7.86% | 7.53% |
3 Year | - | 7.09% |
5 Year | - | 6.01% |
Risk Management
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 1.30% |
Sharp | - | 0.60% |
Beta | - | 1.59% |
Alpha | - | -0.81% |
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Fund Managers
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Name | Siddharth Chaudhary | Anurag Mittal |
Total AUM | ₹7136 Cr | ₹35669 Cr |
Funds Managed | 8 | 7 |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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