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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) | ₹804 Cr | ₹299 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 03 Feb 2014 | 13 Sep 2013 |
| Category | PSU Themes | PSU Themes |
| 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 | 0.44% | 0.49% |
| 6 Month | 3.28% | 2.59% |
| 1 Year | 8.08% | 7.8% |
| 3 Year | 7.46% | 7.57% |
| 5 Year | 6.99% | 5.89% |
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 | 1.46% | 1.31% |
| 1 Year | 7.51% | 7.01% |
| 3 Year | 7.69% | 7.68% |
| 5 Year | 7.66% | 6.92% |
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 | 7.67% | 7.75% |
| 3 Year | 7.14% | 7.59% |
| 5 Year | 6.37% | 7.87% |
Risk Management
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.05% | 1.60% |
| Sharp | 0.79% | 0.61% |
| Beta | 0.92% | 1.43% |
| Alpha | 0.13% | -0.13% |
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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