UTI Banking & PSU Fund vs Axis Banking & PSU Debt Fund compare

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tortoise-icon UTI Banking & PSU Fund- Regular Plan - Growth Option

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tortoise-icon Axis Banking & PSU Debt 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 UTI Banking & PSU Fund- Regular Plan - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Fund UTI Banking & PSU Fund- Regular Plan - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹820 Cr ₹13045 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 03 Feb 2014 08 Jun 2012
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark CRISIL Banking and PSU Debt Nifty Banking & PSU Debt Index A-II
Turn Over 24% %
Expense Ratio 0.55 0.63
Manager Anurag Mittal Hardik Shah
ISIN Code INF789F014Z9 INF846K01CB0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name UTI Banking & PSU Fund- Regular Plan - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Month 0.56% 0.62%
6 Month 3.93% 3.93%
1 Year 7.68% 7.61%
3 Year 8.1% 5.86%
5 Year 7.26% 6.13%

SIP Return Analysis

Scheme Name UTI Banking & PSU Fund- Regular Plan - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
6 Month - -
1 Year 7.34% 7.38%
3 Year 7.46% 6.7%
5 Year 7.23% 6%

Rolling Lumpsum Returns

Scheme Name UTI Banking & PSU Fund- Regular Plan - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Year 7.4% 7.95%
3 Year 6.92% 8.18%
5 Year 5.87% 8.07%

Risk Management

Scheme Name UTI Banking & PSU Fund- Regular Plan - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Standard Deviation 3.26% 0.87%
Sharp 0.53% -0.4%
Beta -1.46% 1.63%
Alpha -1.18% 2.92%

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Fund Managers

Scheme Name UTI Banking & PSU Fund- Regular Plan - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Name Anurag Mittal Hardik Shah
Total AUM ₹35669 Cr ₹0 Cr
Fund Manage 7 12
UTI Banking & PSU Fund- Regular Plan - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Market Cap

Scheme Name

UTI Banking & PSU Fund- Regular Plan - Growth Option

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Others 99.98 100.03

Sector Allocation

Scheme Name

UTI Banking & PSU Fund- Regular Plan - Growth Option

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Others 99.98 100.03

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