- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.69%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.67%
SBI Magnum Constant Maturity Fund - Regular Plan - Growth
3Y Returns8.41%
DSP 10Y G-Sec Fund - Regular Plan - Growth
3Y Returns8.29%
HDFC Low Duration Fund - Growth
3Y Returns7.26%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.14%
Kotak Gold Fund Growth
3Y Returns22.31%
Axis Gold Fund - Regular Plan - Growth Option
3Y Returns22.59%
