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UTI Banking & PSU Fund vs Edelweiss Banking and PSU Debt Fund compare
UTI Banking & PSU Fund- Regular Plan - Growth Option
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹813 Cr | ₹264 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 03 Feb 2014 | 13 Sep 2013 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | NIFTY Banking and PSU Debt Total Return Index |
| Turn Over | 24% | 27% |
| Expense Ratio | 0.54 | 0.7 |
| Manager | Anurag Mittal | Dhawal Dalal |
| ISIN Code | INF789F014Z9 | INF843K01FK1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.37% | 0.25% |
| 6 Month | 4.62% | 4.52% |
| 1 Year | 8.14% | 7.87% |
| 3 Year | 7.08% | 7.09% |
| 5 Year | 7.05% | 6.05% |
SIP Return Analysis
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.5% | 1.03% |
| 1 Year | 7.89% | 7.15% |
| 3 Year | 7.74% | 7.72% |
| 5 Year | 7.64% | 6.81% |
Rolling Lumpsum Returns
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.58% | 7.73% |
| 3 Year | 7.12% | 7.58% |
| 5 Year | 6.17% | 7.9% |
Risk Management
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.26% | 1.77% |
| Sharp | 0.27% | 0.22% |
| Beta | 1.51% | 2.07% |
| Alpha | -0.77% | -1.12% |
Fund Managers
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Anurag Mittal | Dhawal Dalal |
| Total AUM | ₹35669 Cr | ₹25974 Cr |
| Funds Managed | 7 | 12 |
| UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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