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
| 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 |
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.51% | 0.55% |
| 6 Month | 3.79% | 4.24% |
| 1 Year | 7.43% | 8.01% |
| 3 Year | 4.9% | 8.06% |
| 5 Year | 5.68% | 7.26% |
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.35% | 7.97% |
| 3 Year | 6.3% | 7.66% |
| 5 Year | 5.47% | 7.32% |
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.96% | 7.4% |
| 3 Year | 6.94% | 6.92% |
| 5 Year | 6.24% | 5.87% |
| 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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| 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 |
| Scheme Name |
HSBC Banking and PSU Debt Fund - Regular Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.98 |
| 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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