- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Banking & PSU Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
UTI Banking & PSU Fund- Regular Plan - Growth Option
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Fund | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹814 Cr | ₹336 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 03 Feb 2014 | 30 Dec 2004 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | Nifty Banking and PSU Debt Index A-II |
| Turn Over | 24% | 18% |
| Expense Ratio | 0.54 | 0.42 |
| Manager | Anurag Mittal | Dwijendra Srivastava |
| ISIN Code | INF789F014Z9 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.32% | 1.49% |
| 6 Month | 4.47% | 4.84% |
| 1 Year | 8.89% | 9.59% |
| 3 Year | 9.15% | 7.02% |
| 5 Year | 7.37% | 5.97% |
SIP Return Analysis
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.77% | 3.11% |
| 1 Year | 9.37% | 10.28% |
| 3 Year | 7.87% | 8.31% |
| 5 Year | 7.68% | 6.72% |
Rolling Lumpsum Returns
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.49% | 7.93% |
| 3 Year | 7% | 7.63% |
| 5 Year | 5.95% | 7.78% |
Risk Management
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.195% | 1.18% |
| Sharp | 0.552% | -0.49% |
| Beta | -1.107% | 2.28% |
| Alpha | 1.73% | 3.99% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Name | Anurag Mittal | Dwijendra Srivastava |
| Total AUM | ₹35669 Cr | ₹14140 Cr |
| Funds Managed | 7 | 14 |
| UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
LIC MF Small Cap Fund Regular - Growth
3Y Returns16.37%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns17.22%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns19.04%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns14.21%
PGIM India Corporate Bond Fund - Growth
3Y Returns6.7%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns6.89%
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
3Y Returns5.48%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.96%
