UTI Banking & PSU Fund vs Mirae Asset Banking and PSU Fund Regular Growth Plan compare
Mirae Asset Banking and PSU Fund Regular Growth Plan
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹45 Cr | ₹1015 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹99 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 24 Jul 2020 | 03 Feb 2014 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt A-II Index | CRISIL Banking and PSU Debt |
| Turn Over | 2293% | 24% |
| Expense Ratio | 0.81 | 0.54 |
| Manager | Basant Bafna | Anurag Mittal |
| ISIN Code | INF769K01FV5 | INF789F014Z9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.02% | 0.16% |
| 6 Month | 1.59% | 2.33% |
| 1 Year | 6.15% | 7.3% |
| 3 Year | 6.9% | 7.27% |
| 5 Year | 5.44% | 7.05% |
SIP Return Analysis
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.74% | 0.88% |
| 1 Year | 4.09% | 5.16% |
| 3 Year | 6.55% | 7.02% |
| 5 Year | 6.2% | 7.32% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.22% | 7.74% |
| 3 Year | 5.37% | 7.16% |
| 5 Year | 5.49% | 6.4% |
Risk Management
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.26% | 1.02% |
| Sharp | 0.29% | 0.64% |
| Beta | 1.15% | 0.86% |
| Alpha | -0.27% | 0.17% |
Fund Managers
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Basant Bafna | Anurag Mittal |
| Total AUM | ₹1022 Cr | ₹35669 Cr |
| Funds Managed | 4 | 7 |
| Mirae Asset Banking and PSU Fund Regular Growth Plan | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mirae Asset Banking and PSU Fund Regular Growth Plan |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Mirae Asset Banking and PSU Fund Regular Growth Plan |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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