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) | ₹9478 Cr | ₹814 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 | 0.62% | 0.86% |
6 Month | 4.82% | 4.84% |
1 Year | 9.19% | 8.98% |
3 Year | 7.56% | 7.7% |
5 Year | 6.44% | 7.16% |
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 | 2.71% | 2.73% |
1 Year | 9.66% | 9.55% |
3 Year | 8.24% | 8.03% |
5 Year | 7.01% | 7.79% |
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 | 8.17% | 7.53% |
3 Year | 8.77% | 7.09% |
5 Year | 9.03% | 6.01% |
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 | 0.934% | 3.195% |
Sharp | -0.295% | 0.552% |
Beta | 0.731% | -1.107% |
Alpha | -0.189% | 1.73% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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
HDFC Medium Term Debt Fund - Growth Option
3Y Returns7.75%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns6.21%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns16.89%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns18.57%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns13.98%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns12.82%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns16.02%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns24.07%