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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) | ₹148 Cr | ₹816 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 13 Nov 2023 | 03 Feb 2014 |
| Category | PSU Themes | PSU Themes |
| 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 | 0.7% | 0.5% |
| 6 Month | 2.97% | 3.43% |
| 1 Year | 7.97% | 8.13% |
| 3 Year | - | 7.61% |
| 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 | 1.31% | 1.43% |
| 1 Year | 7.25% | 7.55% |
| 3 Year | - | 7.72% |
| 5 Year | - | 7.7% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.15% | 7.61% |
| 3 Year | - | 7.12% |
| 5 Year | - | 6.24% |
Risk Management
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 1.05% |
| Sharp | - | 0.79% |
| Beta | - | 0.92% |
| Alpha | - | 0.13% |
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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