HSBC Banking and PSU Debt Fund vs UTI Banking & PSU Fund compare
HSBC Banking and PSU Debt Fund - Regular Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
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 | Low to Moderate | Moderate |
Asset Size (Cr) | ₹4129 Cr | ₹814 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 12 Sep 2012 | 03 Feb 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 | 0.54 |
Manager | Jalpan Shah | Anurag Mittal |
ISIN Code | INF677K01AE7 | INF789F014Z9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 1.17% | 0.96% |
6 Month | 3.9% | 3.75% |
1 Year | 7.59% | 7.79% |
3 Year | 5.52% | 8.62% |
5 Year | 5.74% | 7.27% |
SIP Return Analysis
Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 2.42% | 2.34% |
1 Year | 7.96% | 7.99% |
3 Year | 7.13% | 7.51% |
5 Year | 5.8% | 7.41% |
Rolling Lumpsum Returns
Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 7.05% | 7.49% |
3 Year | 6.93% | 7% |
5 Year | 6.22% | 5.95% |
Risk Management
Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.777% | 3.195% |
Sharp | -0.768% | 0.552% |
Beta | 1.6% | -1.107% |
Alpha | -1.153% | 1.73% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 100 |
Sector Allocation
Scheme Name |
HSBC Banking and PSU Debt Fund - Regular Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Kotak Healthcare Fund - Regular (G)
3Y Returns0%
Nippon India Pharma Fund-Growth Plan-Growth Option
3Y Returns18.67%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns13.92%
HSBC Liquid Fund - Regular Growth
3Y Returns6.72%
Quant Liquid Fund-Growth
3Y Returns6.44%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns17.98%