SBI Banking & PSU Fund vs UTI Banking & PSU Fund compare
SBI Banking & PSU Fund - Regular Paln - Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹4127 Cr | ₹1015 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 Oct 2009 | 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 | 0.81 | 0.54 |
| Manager | Pradeep Kesavan | Anurag Mittal |
| ISIN Code | INF200K01U41 | INF789F014Z9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.03% | 0.08% |
| 6 Month | 1.6% | 2.16% |
| 1 Year | 6.79% | 7.26% |
| 3 Year | 7% | 7.16% |
| 5 Year | 5.38% | 7.02% |
SIP Return Analysis
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.7% | 1.01% |
| 1 Year | 4.71% | 5.64% |
| 3 Year | 6.86% | 7.17% |
| 5 Year | 6.38% | 7.39% |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.95% | 7.74% |
| 3 Year | 7.9% | 7.16% |
| 5 Year | 8.11% | 6.4% |
Risk Management
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.16% | 3.26% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Anurag Mittal |
| Total AUM | ₹434274 Cr | ₹35669 Cr |
| Funds Managed | 43 | 7 |
| SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Banking & PSU Fund - Regular Paln - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Banking & PSU Fund - Regular Paln - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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