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UTI Banking & PSU Fund vs Tata Banking & PSU Debt Fund compare
Tata Banking & PSU Debt Fund-Regular Plan-Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹208 Cr | ₹814 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 10 Oct 2019 | 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 | 10% | 24% |
| Expense Ratio | 0.72 | 0.54 |
| Manager | Amit Somani | Anurag Mittal |
| ISIN Code | INF277K011X2 | INF789F014Z9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.66% | 0.86% |
| 6 Month | 3.73% | 4.84% |
| 1 Year | 6.49% | 8.98% |
| 3 Year | 4.96% | 7.7% |
| 5 Year | - | 7.16% |
SIP Return Analysis
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | 2.73% |
| 1 Year | 1.75% | 9.55% |
| 3 Year | 4.21% | 8.03% |
| 5 Year | 4.38% | 7.79% |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.75% | 7.53% |
| 3 Year | 4.96% | 7.09% |
| 5 Year | 5.56% | 6.01% |
Risk Management
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.14% | 3.195% |
| Sharp | -0.41% | 0.552% |
| Beta | 2.09% | -1.107% |
| Alpha | 3.71% | 1.73% |
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Fund Managers
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Amit Somani | Anurag Mittal |
| Total AUM | ₹43127 Cr | ₹35669 Cr |
| Funds Managed | 7 | 7 |
| Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 24.83 | 100 |
| Financial | 65.33 | - |
| Energy | 9.84 | - |
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