Canara Robeco Banking and PSU Debt Fund vs UTI Banking & PSU Fund compare

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tortoise-icon Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option

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tortoise-icon UTI Banking & PSU Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
Fund Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹425 Cr ₹839 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 22 Aug 2022 05 Jan 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 64% 24%
Expense Ratio 0.71 0.57
Manager Avnish Jain Anurag Mittal
ISIN Code INF760K01KF7 INF789F014Z9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Month 0.75% 0.74%
6 Month 3.8% 3.9%
1 Year 7.23% 7.45%
3 Year - 7.67%
5 Year - 6.89%

SIP Return Analysis

Scheme Name Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
6 Month - -
1 Year 3.22% 3.25%
3 Year 6.17% 11.27%
5 Year 6.17% 18.9%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Year 4.82% 6.31%
3 Year 6.33% 15.9%
5 Year 6.33% 19.31%

Risk Management

Scheme Name Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
Standard Deviation 1.76% 3.26%
Sharp - 0.53%
Beta - -1.46%
Alpha - -1.18%

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Fund Managers

Scheme Name Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
Name Avnish Jain Anurag Mittal
Total AUM ₹15907 Cr ₹35669 Cr
Fund Manage 11 7
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option

UTI Banking & PSU Fund- Regular Plan - Growth Option

Others 100 99.98

Sector Allocation

Scheme Name

Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option

UTI Banking & PSU Fund- Regular Plan - Growth Option

Financial 65.32 70.11
Sovereign 9.37 19.74
Energy 13.13 5.48
Others 8.24 4.65
Materials 3.94 -

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