UTI Banking & PSU Fund vs HDFC Banking and PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon HDFC Banking and PSU Debt Fund - Growth Option

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
Fund HDFC Banking and PSU Debt Fund - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹5809 Cr ₹820 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 26 Mar 2014 03 Feb 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 14.32% 24%
Expense Ratio 0.79 0.55
Manager Anil Bamboli Anurag Mittal
ISIN Code INF179KA1JC4 INF789F014Z9
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Month 0.61% 0.48%
6 Month 3.91% 3.8%
1 Year 7.86% 7.57%
3 Year 5.94% 8.13%
5 Year 6.39% 7.2%

SIP Return Analysis

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
6 Month - -
1 Year 7.61% 7.34%
3 Year 6.97% 7.46%
5 Year 6.24% 7.23%

Rolling Lumpsum Returns

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Year 7.52% 7.4%
3 Year 7.62% 6.92%
5 Year 7.23% 5.87%

Risk Management

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
Standard Deviation 0.98% 3.26%
Sharp -0.23% 0.53%
Beta 1.88% -1.46%
Alpha 3.54% -1.18%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
Name Anil Bamboli Anurag Mittal
Total AUM ₹135442 Cr ₹35669 Cr
Fund Manage 12 7
HDFC Banking and PSU Debt Fund - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Banking and PSU Debt Fund - Growth Option

UTI Banking & PSU Fund- Regular Plan - Growth Option

Others 100 99.98

Sector Allocation

Scheme Name

HDFC Banking and PSU Debt Fund - Growth Option

UTI Banking & PSU Fund- Regular Plan - Growth Option

Others 100 99.98

Top Comparisons

Kotak Equity Opportunities Fund - Growth Kotak Equity Opportunities Fund - Growth

3Y Returns20.44%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns15.76%

Compare Now

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns18.06%

VS

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns14.43%

Compare Now

Franklin India Flexi Cap Fund - Growth Franklin India Flexi Cap Fund - Growth

3Y Returns19.47%

VS

UTI Flexi Cap Fund - Growth Option UTI Flexi Cap Fund - Growth Option

3Y Returns6.99%

Compare Now
Request call back
Add to Cart Successfully