Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Banking & PSU Fund vs Aditya Birla Sun Life Banking & PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Invest Now

tortoise-icon UTI Banking & PSU Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Fund Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹9139 Cr ₹813 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 02 May 2008 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 0.0% 24%
Expense Ratio 0.73 0.54
Manager Harshil Suvarnkar Anurag Mittal
ISIN Code INF209K01LV0 INF789F014Z9
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Month 0.25% 0.46%
6 Month 4.29% 4.62%
1 Year 7.7% 8.12%
3 Year 7.29% 7.28%
5 Year 6.1% 7.07%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
6 Month 1.08% 1.5%
1 Year 7.12% 7.89%
3 Year 7.63% 7.74%
5 Year 6.78% 7.64%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Year 8.25% 7.58%
3 Year 8.72% 7.12%
5 Year 9.03% 6.17%

Risk Management

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Standard Deviation 1.17% 1.26%
Sharp 0.41% 0.27%
Beta 1.28% 1.51%
Alpha -0.48% -0.77%

Fund Managers

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Name Harshil Suvarnkar Anurag Mittal
Total AUM ₹55823 Cr ₹35669 Cr
Funds Managed 13 7
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

UTI Banking & PSU Fund- Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

UTI Banking & PSU Fund- Regular Plan - Growth Option

Others 100 100

Top Comparisons

SBI Large Cap Fund-Regular Plan Growth SBI Large Cap Fund-Regular Plan Growth

3Y Returns14.57%

VS

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns14.72%

Compare Now

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns10.93%

VS

DSP Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth

3Y Returns10.13%

Compare Now

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

3Y Returns7%

VS

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns5.82%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

Compare Now
Add to Cart Successfully