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UTI Banking & PSU Fund vs Aditya Birla Sun Life Banking & PSU Debt Fund compare
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
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) | ₹9143 Cr | ₹810 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 | -0.13% | 0.21% |
| 6 Month | 4.25% | 4.62% |
| 1 Year | 8.05% | 8.3% |
| 3 Year | 7.27% | 7.11% |
| 5 Year | 6.03% | 7.01% |
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 | 1.55% | 1.84% |
| 1 Year | 7.88% | 8.41% |
| 3 Year | 7.85% | 7.87% |
| 5 Year | 6.88% | 7.72% |
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 | 1.07% | 1.26% |
| Sharp | 0.70% | 0.47% |
| Beta | 1.21% | 1.56% |
| Alpha | -0.36% | -0.82% |
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 |
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