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Sundaram Banking and PSU Debt Fund Regular Plan vs UTI Banking & PSU Fund compare
UTI Banking & PSU Fund- Regular Plan - Growth Option
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹805 Cr | ₹470 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 03 Feb 2014 | 30 Dec 2004 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | Nifty Banking and PSU Debt Index A-II |
| Turn Over | 24% | 18% |
| Expense Ratio | 0.54 | 0.41 |
| Manager | Anurag Mittal | Dwijendra Srivastava |
| ISIN Code | INF789F014Z9 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.5% | 0.46% |
| 6 Month | 4.87% | 4.81% |
| 1 Year | 8.64% | 8.88% |
| 3 Year | 7.33% | 7.47% |
| 5 Year | 6.95% | 5.61% |
SIP Return Analysis
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.31% | 2.14% |
| 1 Year | 9.23% | 9.07% |
| 3 Year | 8.07% | 8.24% |
| 5 Year | 7.84% | 6.87% |
Rolling Lumpsum Returns
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.58% | 7.95% |
| 3 Year | 7.12% | 7.61% |
| 5 Year | 6.17% | 7.76% |
Risk Management
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.30% | 1.18% |
| Sharp | 0.60% | -0.49% |
| Beta | 1.59% | 2.28% |
| Alpha | -0.81% | 3.99% |
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Fund Managers
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anurag Mittal | Dwijendra Srivastava |
| Total AUM | ₹35669 Cr | ₹14140 Cr |
| Funds Managed | 7 | 14 |
| UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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