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UTI Banking & PSU Fund vs HDFC Banking and PSU Debt Fund compare
HDFC Banking and PSU Debt Fund - Growth Option
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
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) | ₹5865 Cr | ₹814 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 | 0.54 |
| 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 | 1.95% | 1.6% |
| 6 Month | 4.82% | 4.47% |
| 1 Year | 9.47% | 8.96% |
| 3 Year | 7.03% | 9.12% |
| 5 Year | 6.59% | 7.28% |
SIP Return Analysis
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.08% | 2.72% |
| 1 Year | 10.1% | 9.29% |
| 3 Year | 8.18% | 7.83% |
| 5 Year | 6.86% | 7.65% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.6% | 7.49% |
| 3 Year | 7.59% | 7% |
| 5 Year | 7.18% | 5.95% |
Risk Management
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.962% | 3.195% |
| Sharp | -0.415% | 0.552% |
| Beta | 0.734% | -1.107% |
| Alpha | -0.292% | 1.73% |
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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 |
| Funds Managed | 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 | 100 |
Sector Allocation
| Scheme Name |
HDFC Banking and PSU Debt Fund - Growth Option |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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