ITI Banking and PSU Fund Regular vs UTI Banking & PSU Fund compare

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tortoise-icon ITI Banking and PSU 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 ITI Banking and PSU Fund Regular - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Fund ITI Banking and PSU 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) ₹31 Cr ₹820 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 20 Oct 2020 03 Feb 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 % 24%
Expense Ratio 0.7 0.55
Manager Vikrant Mehta Anurag Mittal
ISIN Code INF00XX01838 INF789F014Z9
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Month 0.63% 0.64%
6 Month 3.59% 3.71%
1 Year 7.66% 7.7%
3 Year 6.13% 8.27%
5 Year - 7.22%

SIP Return Analysis

Scheme Name ITI Banking and PSU Fund Regular - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
6 Month - -
1 Year 7.03% 7.24%
3 Year 6.76% 7.38%
5 Year - 7.22%

Rolling Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Year 5.89% 7.4%
3 Year 5.48% 6.92%
5 Year - 5.87%

Risk Management

Scheme Name ITI Banking and PSU Fund Regular - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Standard Deviation 0.79% 3.26%
Sharp -0.1% 0.53%
Beta 1.37% -1.46%
Alpha 2.66% -1.18%

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Fund Managers

Scheme Name ITI Banking and PSU Fund Regular - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Name Vikrant Mehta Anurag Mittal
Total AUM ₹698 Cr ₹35669 Cr
Fund Manage 8 7
ITI Banking and PSU Fund Regular - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

ITI Banking and PSU Fund Regular - Growth

UTI Banking & PSU Fund- Regular Plan - Growth Option

Others 100 99.98

Sector Allocation

Scheme Name

ITI Banking and PSU Fund Regular - Growth

UTI Banking & PSU Fund- Regular Plan - Growth Option

Others 100 99.98

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