ITI Banking and PSU Fund Regular vs UTI Banking & PSU Fund compare
ITI Banking and PSU Fund Regular - Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI Banking and PSU 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) | ₹37 Cr | ₹1015 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 20 Oct 2020 | 03 Feb 2014 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | CRISIL Banking and PSU Debt |
| Turn Over | % | 24% |
| Expense Ratio | 0.7 | 0.54 |
| Manager | Vikrant Mehta | Anurag Mittal |
| ISIN Code | INF00XX01838 | INF789F014Z9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.26% | 0.19% |
| 6 Month | 1.88% | 2.21% |
| 1 Year | 6.43% | 7.33% |
| 3 Year | 6.79% | 7.19% |
| 5 Year | 5.83% | 7.05% |
SIP Return Analysis
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.79% | 1.01% |
| 1 Year | 4.69% | 5.64% |
| 3 Year | 6.59% | 7.17% |
| 5 Year | 6.34% | 7.39% |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.27% | 7.74% |
| 3 Year | 5.95% | 7.16% |
| 5 Year | 5.75% | 6.4% |
Risk Management
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.79% | 3.26% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Vikrant Mehta | Anurag Mittal |
| Total AUM | ₹698 Cr | ₹35669 Cr |
| Funds Managed | 8 | 7 |
| ITI Banking and PSU Fund Regular - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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