- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Edelweiss Banking and PSU Debt Fund vs UTI Banking & PSU Fund compare
UTI Banking & PSU Fund- Regular Plan - Growth Option
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹814 Cr | ₹271 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 03 Feb 2014 | 13 Sep 2013 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | NIFTY Banking and PSU Debt Total Return Index |
| Turn Over | 24% | 27% |
| Expense Ratio | 0.54 | 0.7 |
| Manager | Anurag Mittal | Dhawal Dalal |
| ISIN Code | INF789F014Z9 | INF843K01FK1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.01% | 1.59% |
| 6 Month | 3.64% | 3.85% |
| 1 Year | 7.79% | 8.45% |
| 3 Year | 8.61% | 6.38% |
| 5 Year | 7.21% | 6.5% |
SIP Return Analysis
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.34% | 2.67% |
| 1 Year | 7.99% | 8.92% |
| 3 Year | 7.51% | 7.86% |
| 5 Year | 7.41% | 6.65% |
Rolling Lumpsum Returns
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.49% | 7.66% |
| 3 Year | 7% | 7.55% |
| 5 Year | 5.95% | 7.95% |
Risk Management
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.195% | 2.079% |
| Sharp | 0.552% | -0.102% |
| Beta | -1.107% | 1.898% |
| Alpha | 1.73% | -0.218% |
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 | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Anurag Mittal | Dhawal Dalal |
| Total AUM | ₹35669 Cr | ₹25974 Cr |
| Funds Managed | 7 | 12 |
| UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Kotak Bluechip Fund - Growth
3Y Returns11.95%
Motilal Oswal Large Cap Fund - Regular (G)
3Y Returns0%
HSBC Low Duration Fund - Regular Growth
3Y Returns6.54%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns6.76%
Kotak Debt Hybrid - Growth
3Y Returns9.74%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns10.92%
ITI Multi Cap Fund Regular - Growth
3Y Returns16.27%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
