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) | ₹805 Cr | ₹270 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 | 0.5% | 0.45% |
6 Month | 5.07% | 5.33% |
1 Year | 8.87% | 9.42% |
3 Year | 7.42% | 7.87% |
5 Year | 6.96% | 5.93% |
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 | 2.37% | 2.38% |
1 Year | 9.32% | 9.57% |
3 Year | 8.09% | 8.42% |
5 Year | 7.85% | 7.15% |
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 | 7.53% | 7.7% |
3 Year | 7.09% | 7.46% |
5 Year | 6.01% | 7.93% |
Risk Management
Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.30% | 1.80% |
Sharp | 0.60% | 0.65% |
Beta | 1.59% | 2.11% |
Alpha | -0.81% | -0.96% |
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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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