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
| 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 | Moderate |
| Asset Size (Cr) | ₹839 Cr | ₹275 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 05 Jan 2014 | 06 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 | 0.57 | 0.7 |
| Manager | Anurag Mittal | Dhawal Dalal |
| ISIN Code | INF789F014Z9 | INF843K01FK1 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.74% | 0.77% |
| 6 Month | 3.9% | 4.07% |
| 1 Year | 7.45% | 7.79% |
| 3 Year | 7.67% | 5.64% |
| 5 Year | 6.89% | 6.9% |
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.25% | 3.3% |
| 3 Year | 11.27% | 9.23% |
| 5 Year | 18.9% | 15.92% |
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.31% | 5.92% |
| 3 Year | 15.9% | 12.9% |
| 5 Year | 19.31% | 16.27% |
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.26% | 2.24% |
| Sharp | 0.53% | -0.12% |
| Beta | -1.46% | 2.94% |
| Alpha | -1.18% | 5.62% |
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| 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 |
| Fund Manage | 7 | 12 |
| UTI Banking & PSU Fund- Regular Plan - Growth Option | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 99.98 | 100 |
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.65 | 3.94 |
| Sovereign | 19.74 | 14.28 |
| Financial | 70.11 | 32.65 |
| Energy | 5.48 | 32.21 |
| Consumer Staples | - | 8.62 |
| Services | - | 8.3 |
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