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 |
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% | 1.01% |
6 Month | 3.73% | 3.64% |
1 Year | 6.49% | 7.79% |
3 Year | 4.96% | 8.61% |
5 Year | - | 7.21% |
SIP Return Analysis
Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | - | 2.34% |
1 Year | 1.75% | 7.99% |
3 Year | 4.21% | 7.51% |
5 Year | 4.38% | 7.41% |
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% | 3.195% |
Sharp | -0.41% | 0.552% |
Beta | 2.09% | -1.107% |
Alpha | 3.71% | 1.73% |
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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 |
Funds Managed | 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 | 100 |
Sector Allocation
Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 24.83 | 100 |
Financial | 65.33 | - |
Energy | 9.84 | - |
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