SBI Banking & PSU Fund vs UTI Banking & PSU Fund compare

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tortoise-icon SBI Banking & PSU Fund - Regular Paln - 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 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) ₹3883 Cr ₹839 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 09 Oct 2009 05 Jan 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 0.8 0.57
Manager Pradeep Kesavan Anurag Mittal
ISIN Code INF200K01U41 INF789F014Z9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Month 0.73% 0.74%
6 Month 3.75% 3.9%
1 Year 7.3% 7.45%
3 Year 5.09% 7.67%
5 Year 5.98% 6.89%

SIP Return Analysis

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
6 Month - -
1 Year 3.16% 3.25%
3 Year 8.78% 11.27%
5 Year 14.28% 18.9%

Rolling Lumpsum Returns

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Year 5.15% 6.31%
3 Year 11.5% 15.9%
5 Year 14.68% 19.31%

Risk Management

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Standard Deviation 1.16% 3.26%
Sharp -0.59% 0.53%
Beta 2.24% -1.46%
Alpha 3.81% -1.18%

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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
Fund Manage 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 99.98

Sector Allocation

Scheme Name

SBI Banking & PSU Fund - Regular Paln - Growth

UTI Banking & PSU Fund- Regular Plan - Growth Option

Sovereign 18.06 19.74
Energy 21.05 5.48
Financial 54.07 70.11
Communication 3.91 -
Others 2.91 4.65

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