UTI Banking & PSU Fund vs Nippon India Banking & PSU Debt Fund compare
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹5721 Cr | ₹814 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 15 May 2015 | 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 | 24% | 24% |
Expense Ratio | 0.76 | 0.54 |
Manager | Vivek Sharma | Anurag Mittal |
ISIN Code | INF204KA1T56 | INF789F014Z9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 1.35% | 0.96% |
6 Month | 3.83% | 3.75% |
1 Year | 8.09% | 7.79% |
3 Year | 6.42% | 8.62% |
5 Year | 6.45% | 7.27% |
SIP Return Analysis
Scheme Name | Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 1.79% | 1.75% |
1 Year | 7.55% | 7.43% |
3 Year | 7.27% | 7.29% |
5 Year | 6.29% | 7.28% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 7.09% | 7.49% |
3 Year | 7.45% | 7% |
5 Year | 7.21% | 5.95% |
Risk Management
Scheme Name | Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.154% | 3.195% |
Sharp | -0.419% | 0.552% |
Beta | 0.95% | -1.107% |
Alpha | -0.367% | 1.73% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Name | Vivek Sharma | Anurag Mittal |
Total AUM | ₹39796 Cr | ₹35669 Cr |
Funds Managed | 12 | 7 |
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
SBI Blue Chip Fund-Regular Plan Growth
3Y Returns13.42%
Invesco India Largecap Fund - Growth
3Y Returns13.56%
ICICI Prudential Savings Fund - Growth
3Y Returns7.14%
UTI Low Duration Fund- Discontinued Growth Option
3Y Returns6.34%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns16.94%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns0%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns17.82%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns16.2%