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 | 1.52% | 1.32% |
6 Month | 4.83% | 4.47% |
1 Year | 9.39% | 8.89% |
3 Year | 7.04% | 9.15% |
5 Year | 6.82% | 7.37% |
SIP Return Analysis
Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 3.15% | 2.77% |
1 Year | 10.21% | 9.37% |
3 Year | 8.25% | 7.87% |
5 Year | 6.9% | 7.68% |
Rolling Lumpsum Returns
Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 7.6% | 7.49% |
3 Year | 7.59% | 7% |
5 Year | 7.18% | 5.95% |
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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