UTI Banking & PSU Fund vs LIC MF Banking & PSU Debt Fund compare
LIC MF Banking & PSU Debt Fund-Growth
LIC MF Banking & PSU Fund-Regular Plan-Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|---|
| Fund | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderate |
| Asset Size (Cr) | ₹1888 Cr | ₹1888 Cr | ₹812 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹500 |
| Min SIP Invesment | ₹200 | ₹200 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 30 May 2007 | 30 May 2007 | 03 Feb 2014 |
| Category | Banking and PSU | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt TRI | NIFTY Banking and PSU Debt TRI | CRISIL Banking and PSU Debt |
| Turn Over | % | 16% | 24% |
| Expense Ratio | 0.78 | 0.78 | 0.54 |
| Manager | Marzban Irani | Marzban Irani | Anurag Mittal |
| ISIN Code | INF767K01535 | INF767K01535 | INF789F014Z9 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -0.1% | -0.1% | 0.22% |
| 6 Month | 2.05% | 2.05% | 2.72% |
| 1 Year | 7.28% | 7.28% | 7.78% |
| 3 Year | 7.17% | 7.17% | 7.3% |
| 5 Year | 5.42% | 5.42% | 6.99% |
SIP Return Analysis
| Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 0.92% | 0.92% | 1.24% |
| 1 Year | 5.68% | 5.68% | 6.58% |
| 3 Year | 7.22% | 7.22% | 7.45% |
| 5 Year | 6.54% | 6.54% | 7.55% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 7.48% | 7.48% | 7.74% |
| 3 Year | 7.22% | 7.22% | 7.15% |
| 5 Year | 7.34% | 7.34% | 6.39% |
Risk Management
| Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 1.02% | 1.02% | 3.26% |
| Sharp | -0.64% | -0.64% | 0.53% |
| Beta | 2% | 2% | -1.46% |
| Alpha | 3.36% | 3.36% | -1.18% |
Fund Managers
| Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|---|
| Name | Marzban Irani | Marzban Irani | Anurag Mittal |
| Total AUM | ₹1914 Cr | ₹1914 Cr | ₹35669 Cr |
| Funds Managed | 6 | 6 | 7 |
| LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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