UTI Banking & PSU Fund vs Edelweiss Banking and PSU Debt Fund compare
UTI Banking & PSU Fund- Regular Plan - Growth Option
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
---|---|---|
Fund | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹814 Cr | ₹271 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 03 Feb 2014 | 13 Sep 2013 |
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% | 27% |
Expense Ratio | 0.54 | 0.7 |
Manager | Anurag Mittal | Dhawal Dalal |
ISIN Code | INF789F014Z9 | INF843K01FK1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.53% | 1.96% |
6 Month | 4.43% | 4.72% |
1 Year | 8.8% | 9.76% |
3 Year | 9.13% | 7.18% |
5 Year | 7.38% | 6.77% |
SIP Return Analysis
Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.77% | 3.22% |
1 Year | 9.37% | 10.46% |
3 Year | 7.87% | 8.42% |
5 Year | 7.68% | 6.98% |
Rolling Lumpsum Returns
Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.49% | 7.66% |
3 Year | 7% | 7.55% |
5 Year | 5.95% | 7.95% |
Risk Management
Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.195% | 2.079% |
Sharp | 0.552% | -0.102% |
Beta | -1.107% | 1.898% |
Alpha | 1.73% | -0.218% |
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Fund Managers
Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anurag Mittal | Dhawal Dalal |
Total AUM | ₹35669 Cr | ₹25974 Cr |
Funds Managed | 7 | 12 |
UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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