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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) | ₹5890 Cr | ₹813 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 | 0.25% | 0.37% |
| 6 Month | 4.41% | 4.62% |
| 1 Year | 7.85% | 8.14% |
| 3 Year | 7.25% | 7.08% |
| 5 Year | 6.03% | 7.05% |
SIP Return Analysis
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.08% | 1.5% |
| 1 Year | 7.14% | 7.89% |
| 3 Year | 7.62% | 7.74% |
| 5 Year | 6.73% | 7.64% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.74% | 7.58% |
| 3 Year | 7.55% | 7.12% |
| 5 Year | 7.12% | 6.17% |
Risk Management
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.16% | 1.26% |
| Sharp | 0.42% | 0.27% |
| Beta | 1.26% | 1.51% |
| Alpha | -0.44% | -0.77% |
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 |
Top Comparisons
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.22%
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3Y Returns15.26%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
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Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns15.99%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
