Mirae Asset Banking and PSU Fund Regular Growth Plan vs UTI Banking & PSU Fund compare
Mirae Asset Banking and PSU Fund Regular Growth Plan
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹46 Cr | ₹804 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹99 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 24 Jul 2020 | 03 Feb 2014 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt A-II Index | CRISIL Banking and PSU Debt |
| Turn Over | 2293% | 24% |
| Expense Ratio | 0.81 | 0.54 |
| Manager | Basant Bafna | Anurag Mittal |
| ISIN Code | INF769K01FV5 | INF789F014Z9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.45% | 0.51% |
| 6 Month | 1.89% | 2.77% |
| 1 Year | 7.24% | 7.9% |
| 3 Year | 7.15% | 7.37% |
| 5 Year | 5.46% | 7% |
SIP Return Analysis
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.26% | 1.42% |
| 1 Year | 6.16% | 7.1% |
| 3 Year | 7.29% | 7.63% |
| 5 Year | 6.53% | 7.63% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.2% | 7.73% |
| 3 Year | 5.25% | 7.15% |
| 5 Year | 5.51% | 6.38% |
Risk Management
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.18% | 3.26% |
| Sharp | -0.56% | 0.53% |
| Beta | 2.2% | -1.46% |
| Alpha | 3.75% | -1.18% |
Fund Managers
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Basant Bafna | Anurag Mittal |
| Total AUM | ₹1022 Cr | ₹35669 Cr |
| Funds Managed | 4 | 7 |
| Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mirae Asset Banking and PSU Fund Regular Growth Plan |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100.03 | 99.99 |
Sector Allocation
| Scheme Name |
Mirae Asset Banking and PSU Fund Regular Growth Plan |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100.03 | 99.99 |
Top Comparisons
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.28%
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns7.62%
Nippon India Nifty Bank Index Fund - Reg (G)
3Y Returns0%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns17.42%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns13.66%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns11.18%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.3%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.3%