HSBC Banking and PSU Debt Fund vs UTI Banking & PSU Fund compare

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tortoise-icon HSBC Banking and PSU Debt Fund - Regular Growth

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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 HSBC Banking and PSU Debt Fund - Regular Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Fund HSBC Banking and PSU Debt Fund - Regular Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹4683 Cr ₹839 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 01 Jan 2013 05 Jan 2014
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt Index CRISIL Banking and PSU Debt
Turn Over 15% 24%
Expense Ratio 0.61 0.57
Manager Jalpan Shah Anurag Mittal
ISIN Code INF677K01AE7 INF789F014Z9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Month 0.62% 0.74%
6 Month 3.62% 3.9%
1 Year 7.02% 7.45%
3 Year 4.49% 7.67%
5 Year 5.75% 6.89%

SIP Return Analysis

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
6 Month - -
1 Year 3.16% 3.25%
3 Year 8.34% 11.27%
5 Year 13.55% 18.9%

Rolling Lumpsum Returns

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Year 4.96% 6.31%
3 Year 10.77% 15.9%
5 Year 13.87% 19.31%

Risk Management

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Standard Deviation 1.82% 3.26%
Sharp -0.62% 0.53%
Beta 3.07% -1.46%
Alpha 5.03% -1.18%

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Fund Managers

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Name Jalpan Shah Anurag Mittal
Total AUM ₹16521 Cr ₹35669 Cr
Fund Manage 6 7
HSBC Banking and PSU Debt Fund - Regular Growth UTI Banking & PSU Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Banking and PSU Debt Fund - Regular Growth

UTI Banking & PSU Fund- Regular Plan - Growth Option

Others 100 99.98

Sector Allocation

Scheme Name

HSBC Banking and PSU Debt Fund - Regular Growth

UTI Banking & PSU Fund- Regular Plan - Growth Option

Others 1.15 4.65
Sovereign 22.54 19.74
Financial 60.88 70.11
Energy 15.43 5.48

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