UTI Banking & PSU Fund vs Aditya Birla Sun Life Banking & PSU Debt Fund compare

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tortoise-icon Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-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 Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Fund Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹9395 Cr ₹839 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 05 Apr 2008 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 0.0% 24%
Expense Ratio 0.73 0.57
Manager Harshil Suvarnkar Anurag Mittal
ISIN Code INF209K01LV0 INF789F014Z9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Month 0.75% 0.74%
6 Month 3.91% 3.9%
1 Year 7.54% 7.45%
3 Year 5.61% 7.67%
5 Year 6.5% 6.89%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
6 Month - -
1 Year 3.28% 3.25%
3 Year 9.38% 11.27%
5 Year 15.76% 18.9%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Year 5.68% 6.31%
3 Year 12.83% 15.9%
5 Year 16.23% 19.31%

Risk Management

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Standard Deviation 0.96% 3.26%
Sharp -0.14% 0.53%
Beta 1.81% -1.46%
Alpha 3.5% -1.18%

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Fund Managers

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Name Harshil Suvarnkar Anurag Mittal
Total AUM ₹55823 Cr ₹35669 Cr
Fund Manage 13 7
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth UTI Banking & PSU Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

UTI Banking & PSU Fund- Regular Plan - Growth Option

Others 63.05 99.98

Sector Allocation

Scheme Name

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

UTI Banking & PSU Fund- Regular Plan - Growth Option

Sovereign 22.47 19.74
Financial 36.75 70.11
Others 2.88 4.65
Energy 0.95 5.48

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