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Tata Banking & PSU Debt Fund vs UTI Banking & PSU Fund compare
Tata Banking & PSU Debt Fund-Regular Plan-Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate Risk |
| Asset Size (Cr) | ₹208 Cr | ₹814 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 10 Oct 2019 | 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 | 10% | 24% |
| Expense Ratio | 0.72 | 0.54 |
| Manager | Amit Somani | Anurag Mittal |
| ISIN Code | INF277K011X2 | INF789F014Z9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.66% | 0.57% |
| 6 Month | 3.73% | 3.48% |
| 1 Year | 6.49% | 7.44% |
| 3 Year | 4.96% | 8.32% |
| 5 Year | - | 7.04% |
SIP Return Analysis
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 1.75% | 7.29% |
| 3 Year | 4.21% | 7.35% |
| 5 Year | 4.38% | 7.23% |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.75% | 7.49% |
| 3 Year | 4.96% | 7% |
| 5 Year | 5.56% | 5.95% |
Risk Management
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.14% | 3.198% |
| Sharp | -0.41% | 0.565% |
| Beta | 2.09% | -1.082% |
| Alpha | 3.71% | 1.852% |
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Fund Managers
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Amit Somani | Anurag Mittal |
| Total AUM | ₹43127 Cr | ₹35669 Cr |
| Fund Manage | 7 | 7 |
| Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.98 |
Sector Allocation
| Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 24.83 | 99.98 |
| Financial | 65.33 | - |
| Energy | 9.84 | - |
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