Nippon India Banking & PSU Debt Fund vs UTI Banking & PSU Fund compare
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹5447 Cr | ₹812 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 15 May 2015 | 03 Feb 2014 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Total Return Index | CRISIL Banking and PSU Debt |
| Turn Over | 24% | 24% |
| Expense Ratio | 0.76 | 0.54 |
| Manager | Vivek Sharma | Anurag Mittal |
| ISIN Code | INF204KA1T56 | INF789F014Z9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.03% | 0.28% |
| 6 Month | 1.66% | 2.39% |
| 1 Year | 7.13% | 7.64% |
| 3 Year | 7.14% | 7.23% |
| 5 Year | 5.76% | 7.03% |
SIP Return Analysis
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.81% | 1.17% |
| 1 Year | 4.93% | 6.07% |
| 3 Year | 7.01% | 7.32% |
| 5 Year | 6.58% | 7.46% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.44% | 7.74% |
| 3 Year | 7.44% | 7.16% |
| 5 Year | 7.02% | 6.39% |
Risk Management
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.15% | 3.26% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Vivek Sharma | Anurag Mittal |
| Total AUM | ₹39796 Cr | ₹35669 Cr |
| Funds Managed | 12 | 7 |
| Nippon India Banking & PSU Fund - Growth Plan - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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