UTI Banking & PSU Fund vs Axis Banking & PSU Debt Fund compare
UTI Banking & PSU Fund- Regular Plan - Growth Option
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Chart Comparison
Overview
Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Fund | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹814 Cr | ₹12969 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 03 Feb 2014 | 08 Jun 2012 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Banking and PSU Debt | Nifty Banking & PSU Debt Index A-II |
Turn Over | 24% | % |
Expense Ratio | 0.54 | 0.63 |
Manager | Anurag Mittal | Hardik Shah |
ISIN Code | INF789F014Z9 | INF846K01CB0 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
1 Month | 0.7% | 0.63% |
6 Month | 4.26% | 4.51% |
1 Year | 8.55% | 8.74% |
3 Year | 7.28% | 6.91% |
5 Year | 7.19% | 6.22% |
SIP Return Analysis
Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
6 Month | 2.43% | 2.57% |
1 Year | 8.83% | 9.24% |
3 Year | 7.76% | 7.77% |
5 Year | 7.6% | 6.6% |
Rolling Lumpsum Returns
Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
1 Year | 7.49% | 7.93% |
3 Year | 7% | 8.13% |
5 Year | 5.95% | 8.04% |
Risk Management
Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Standard Deviation | 3.195% | 0.87% |
Sharp | 0.552% | -0.4% |
Beta | -1.107% | 1.63% |
Alpha | 1.73% | 2.92% |
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Fund Managers
Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Name | Anurag Mittal | Hardik Shah |
Total AUM | ₹35669 Cr | ₹0 Cr |
Funds Managed | 7 | 12 |
UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Market Cap
Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Others | 100 | 100.06 |
Sector Allocation
Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Others | 100 | 100.06 |
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