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) ₹839 Cr ₹13681 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 05 Jan 2014 01 Jun 2012
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark CRISIL Banking and PSU Debt NIFTY Banking and PSU Debt Total Return Index
Turn Over 24% %
Expense Ratio 0.57 0.63
Manager Anurag Mittal Hardik Shah
ISIN Code INF789F014Z9 INF846K01CB0
Exits Load Nil/365 Nil/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 0.74% 0.68%
6 Month 3.9% 3.83%
1 Year 7.45% 7.25%
3 Year 7.67% 5.46%
5 Year 6.89% 6.17%

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 3.25% 3.14%
3 Year 11.27% 8.99%
5 Year 18.9% 14.93%

Rolling Lumpsum Returns

Scheme Name UTI Banking & PSU Fund- Regular Plan - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Year 6.31% 5.33%
3 Year 15.9% 12.11%
5 Year 19.31% 15.28%

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 99.98

Sector Allocation

Scheme Name

UTI Banking & PSU Fund- Regular Plan - Growth Option

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

Others 4.65 4.13
Sovereign 19.74 11.55
Financial 70.11 81.72
Energy 5.48 2.22
Construction - 0.36

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