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Axis Banking & PSU Debt Fund vs UTI Banking & PSU Fund compare
UTI Banking & PSU Fund- Regular Plan - Growth Option
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Chart Comparison
Overview
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Fund | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹814 Cr | ₹12969 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 03 Feb 2014 | 08 Jun 2012 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | Nifty Banking & PSU Debt Index A-II |
| Turn Over | 24% | % |
| Expense Ratio | 0.54 | 0.63 |
| Manager | Anurag Mittal | Hardik Shah |
| ISIN Code | INF789F014Z9 | INF846K01CB0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Month | 1.6% | 1.75% |
| 6 Month | 4.47% | 4.76% |
| 1 Year | 8.96% | 9.01% |
| 3 Year | 9.12% | 6.77% |
| 5 Year | 7.28% | 6.29% |
SIP Return Analysis
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 6 Month | 2.72% | 2.96% |
| 1 Year | 9.29% | 9.81% |
| 3 Year | 7.83% | 7.86% |
| 5 Year | 7.65% | 6.63% |
Rolling Lumpsum Returns
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Year | 7.49% | 7.93% |
| 3 Year | 7% | 8.13% |
| 5 Year | 5.95% | 8.04% |
Risk Management
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Standard Deviation | 3.195% | 0.87% |
| Sharp | 0.552% | -0.4% |
| Beta | -1.107% | 1.63% |
| Alpha | 1.73% | 2.92% |
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Fund Managers
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Name | Anurag Mittal | Hardik Shah |
| Total AUM | ₹35669 Cr | ₹0 Cr |
| Funds Managed | 7 | 12 |
| UTI Banking & PSU Fund- Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Market Cap
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
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