HSBC Banking and PSU Debt Fund vs UTI Banking & PSU Fund compare
HSBC Banking and PSU Debt Fund - Regular Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Banking and PSU Debt Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹4667 Cr | ₹805 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 12 Sep 2012 | 03 Feb 2014 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Banking and PSU Debt Index | CRISIL Banking and PSU Debt |
Turn Over | 15% | 24% |
Expense Ratio | 0.61 | 0.54 |
Manager | Jalpan Shah | Anurag Mittal |
ISIN Code | INF677K01AE7 | INF789F014Z9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 0.63% | 0.63% |
6 Month | 4.93% | 4.91% |
1 Year | 8.5% | 8.59% |
3 Year | 7.03% | 7.34% |
5 Year | 5.33% | 6.99% |
SIP Return Analysis
Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 2.25% | 2.31% |
1 Year | 9.18% | 9.23% |
3 Year | 7.87% | 8.07% |
5 Year | 6.41% | 7.84% |
Rolling Lumpsum Returns
Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 7.08% | 7.53% |
3 Year | 6.92% | 7.09% |
5 Year | 6.19% | 6.01% |
Risk Management
Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.23% | 1.30% |
Sharp | 0.39% | 0.60% |
Beta | 1.48% | 1.59% |
Alpha | -1.01% | -0.81% |
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Fund Managers
Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Name | Jalpan Shah | Anurag Mittal |
Total AUM | ₹16521 Cr | ₹35669 Cr |
Funds Managed | 6 | 7 |
HSBC Banking and PSU Debt Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Banking and PSU Debt Fund - Regular Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HSBC Banking and PSU Debt Fund - Regular Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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