UTI Banking & PSU Fund vs BANDHAN Banking & PSU Debt Fund compare
Bandhan Banking & PSU Fund - Regular Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan Banking & PSU Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Bandhan Banking & PSU Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹13082 Cr | ₹816 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 07 Mar 2013 | 03 Feb 2014 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt TRI | CRISIL Banking and PSU Debt |
| Turn Over | 78% | 24% |
| Expense Ratio | 0.63 | 0.54 |
| Manager | Sreejith Balasubramanian | Anurag Mittal |
| ISIN Code | INF194K01SN6 | INF789F014Z9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Banking & PSU Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.56% | 0.68% |
| 6 Month | 2.85% | 3.43% |
| 1 Year | 7.61% | 8.11% |
| 3 Year | 7.3% | 7.71% |
| 5 Year | 5.76% | 7% |
SIP Return Analysis
| Scheme Name | Bandhan Banking & PSU Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.31% | 1.5% |
| 1 Year | 7.15% | 7.9% |
| 3 Year | 7.48% | 7.79% |
| 5 Year | 6.69% | 7.71% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Banking & PSU Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.73% | 7.61% |
| 3 Year | 7.36% | 7.12% |
| 5 Year | 7.55% | 6.24% |
Risk Management
| Scheme Name | Bandhan Banking & PSU Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.92% | 1.06% |
| Sharp | 0.48% | 0.67% |
| Beta | 1.21% | 1.45% |
| Alpha | -0.72% | -0.67% |
Fund Managers
| Scheme Name | Bandhan Banking & PSU Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Sreejith Balasubramanian | Anurag Mittal |
| Total AUM | ₹66149 Cr | ₹35669 Cr |
| Funds Managed | 14 | 7 |
| Bandhan Banking & PSU Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Bandhan Banking & PSU Fund - Regular Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Bandhan Banking & PSU Fund - Regular Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Invesco India Dynamic Equity Fund - Growth
3Y Returns13.43%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns9.64%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.87%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.97%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns20.75%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns11.67%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns17.69%
Nippon India Nifty Bank Index Fund - Reg (G)
3Y Returns0%