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UTI Banking & PSU Fund vs ITI Banking and PSU Fund Regular compare
ITI Banking and PSU Fund Regular - Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI Banking and PSU Fund Regular - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹31 Cr | ₹814 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 20 Oct 2020 | 03 Feb 2014 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | CRISIL Banking and PSU Debt |
| Turn Over | % | 24% |
| Expense Ratio | 0.7 | 0.54 |
| Manager | Vikrant Mehta | Anurag Mittal |
| ISIN Code | INF00XX01838 | INF789F014Z9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.2% | 1.32% |
| 6 Month | 4.39% | 4.47% |
| 1 Year | 8.57% | 8.89% |
| 3 Year | 6.81% | 9.15% |
| 5 Year | - | 7.37% |
SIP Return Analysis
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.68% | 2.77% |
| 1 Year | 9.06% | 9.37% |
| 3 Year | 7.67% | 7.87% |
| 5 Year | - | 7.68% |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.98% | 7.49% |
| 3 Year | 5.51% | 7% |
| 5 Year | - | 5.95% |
Risk Management
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.705% | 3.195% |
| Sharp | -0.334% | 0.552% |
| Beta | 0.371% | -1.107% |
| Alpha | -0.201% | 1.73% |
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Fund Managers
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Vikrant Mehta | Anurag Mittal |
| Total AUM | ₹698 Cr | ₹35669 Cr |
| Funds Managed | 8 | 7 |
| ITI Banking and PSU Fund Regular - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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