- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Banking & PSU Fund vs HDFC Banking and PSU Debt Fund compare
HDFC Banking and PSU Debt Fund - Growth Option
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹5885 Cr | ₹816 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 26 Mar 2014 | 03 Feb 2014 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Total Return Index | CRISIL Banking and PSU Debt |
| Turn Over | 14.32% | 24% |
| Expense Ratio | 0.79 | 0.54 |
| Manager | Anil Bamboli | Anurag Mittal |
| ISIN Code | INF179KA1JC4 | INF789F014Z9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.77% | 0.56% |
| 6 Month | 2.92% | 3.45% |
| 1 Year | 7.88% | 8.09% |
| 3 Year | 7.54% | 7.59% |
| 5 Year | 5.94% | 6.99% |
SIP Return Analysis
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.65% | 0.95% |
| 1 Year | 5.81% | 6.55% |
| 3 Year | 7.25% | 7.38% |
| 5 Year | 6.61% | 7.5% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.78% | 7.61% |
| 3 Year | 7.54% | 7.12% |
| 5 Year | 7.1% | 6.24% |
Risk Management
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.14% | 1.05% |
| Sharp | 0.70% | 0.79% |
| Beta | 1.04% | 0.92% |
| Alpha | -0.01% | 0.13% |
Fund Managers
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Anil Bamboli | Anurag Mittal |
| Total AUM | ₹135442 Cr | ₹35669 Cr |
| Funds Managed | 12 | 7 |
| HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Banking and PSU Debt Fund - Growth Option |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Banking and PSU Debt Fund - Growth Option |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.56%
Invesco India Money Market Fund - Growth
3Y Returns7.26%
ICICI Prudential Dividend Yield Equity Fund Growth Option
3Y Returns23.4%
Tata Dividend Yield Fund-Regular Plan-Growth
3Y Returns17.89%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.56%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.61%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns16.4%
HDFC Multi-Asset Active FOF - Growth
3Y Returns16.35%
