- 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
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
INVESCO INDIA BANKING AND PSU FUND vs UTI Banking & PSU Fund compare
INVESCO INDIA BANKING AND PSU FUND - Growth Option
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA BANKING AND PSU FUND - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹100 Cr | ₹814 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 29 Dec 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 | 24% | 24% |
| Expense Ratio | 0.63 | 0.54 |
| Manager | Krishna Venkat Cheemalapati | Anurag Mittal |
| ISIN Code | INF205K01JV2 | INF789F014Z9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.58% | 0.86% |
| 6 Month | 4.85% | 4.84% |
| 1 Year | 9.26% | 8.98% |
| 3 Year | 7.55% | 7.7% |
| 5 Year | 5.61% | 7.16% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.74% | 2.73% |
| 1 Year | 9.69% | 9.55% |
| 3 Year | 8.29% | 8.03% |
| 5 Year | 6.57% | 7.79% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.94% | 7.53% |
| 3 Year | 6.82% | 7.09% |
| 5 Year | 6.8% | 6.01% |
Risk Management
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.746% | 3.195% |
| Sharp | -0.663% | 0.552% |
| Beta | 1.498% | -1.107% |
| Alpha | -0.956% | 1.73% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Anurag Mittal |
| Total AUM | ₹24743 Cr | ₹35669 Cr |
| Funds Managed | 19 | 7 |
| INVESCO INDIA BANKING AND PSU FUND - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
HDFC Income Fund - Growth Option
3Y Returns7.79%
Canara Robeco Income Fund - Regular Plan - Growth Option
3Y Returns6.74%
Aditya Birla Sun Life Small Cap Fund - GROWTH
3Y Returns23.08%
Tata Small Cap Fund Regular Growth
3Y Returns26.95%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns12.41%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns12.41%
Nippon India Floating Rate Fund - Growth Plan-Growth Option
3Y Returns7.77%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns6.92%
