HDFC Banking and PSU Debt Fund vs UTI Banking & PSU Fund compare
HDFC Banking and PSU Debt Fund - Growth Option
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹5865 Cr | ₹814 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 26 Mar 2014 | 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 | 14.32% | 24% |
Expense Ratio | 0.79 | 0.54 |
Manager | Anil Bamboli | Anurag Mittal |
ISIN Code | INF179KA1JC4 | INF789F014Z9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 1.2% | 1.35% |
6 Month | 5.06% | 5.06% |
1 Year | 9.43% | 9.27% |
3 Year | 7.58% | 7.7% |
5 Year | 6.49% | 7.23% |
SIP Return Analysis
Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 3.47% | 3.3% |
1 Year | 11.29% | 10.79% |
3 Year | 8.73% | 8.43% |
5 Year | 7.24% | 8.01% |
Rolling Lumpsum Returns
Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 7.66% | 7.53% |
3 Year | 7.55% | 7.09% |
5 Year | 7.14% | 6.01% |
Risk Management
Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.962% | 3.195% |
Sharp | -0.415% | 0.552% |
Beta | 0.734% | -1.107% |
Alpha | -0.292% | 1.73% |
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Fund Managers
Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Name | Anil Bamboli | Anurag Mittal |
Total AUM | ₹135442 Cr | ₹35669 Cr |
Funds Managed | 12 | 7 |
HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Banking and PSU Debt Fund - Growth Option |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Banking and PSU Debt Fund - Growth Option |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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