SBI Banking & PSU Fund vs UTI Banking & PSU Fund compare
SBI Banking & PSU Fund - Regular Paln - Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Fund | SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹3787 Cr | ₹814 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 09 Oct 2009 | 03 Feb 2014 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Banking and PSU Debt Total Return Index | CRISIL Banking and PSU Debt |
Turn Over | 24% | 24% |
Expense Ratio | 0.81 | 0.54 |
Manager | Pradeep Kesavan | Anurag Mittal |
ISIN Code | INF200K01U41 | INF789F014Z9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 1.77% | 1.34% |
6 Month | 4.11% | 3.98% |
1 Year | 8.42% | 8.06% |
3 Year | 6.29% | 8.71% |
5 Year | 6.06% | 7.27% |
SIP Return Analysis
Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 2.52% | 2.34% |
1 Year | 8.37% | 7.99% |
3 Year | 7.43% | 7.51% |
5 Year | 6.19% | 7.41% |
Rolling Lumpsum Returns
Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 7.93% | 7.49% |
3 Year | 8.08% | 7% |
5 Year | 8.16% | 5.95% |
Risk Management
Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.127% | 3.195% |
Sharp | -0.647% | 0.552% |
Beta | 0.908% | -1.107% |
Alpha | -0.58% | 1.73% |
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Fund Managers
Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Anurag Mittal |
Total AUM | ₹434274 Cr | ₹35669 Cr |
Funds Managed | 43 | 7 |
SBI Banking & PSU Fund - Regular Paln - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Banking & PSU Fund - Regular Paln - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Banking & PSU Fund - Regular Paln - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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