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UTI Banking & PSU Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
UTI Banking & PSU Fund- Regular Plan - Growth Option
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Fund | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹814 Cr | ₹336 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 03 Feb 2014 | 30 Dec 2004 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | Nifty Banking and PSU Debt Index A-II |
| Turn Over | 24% | 18% |
| Expense Ratio | 0.54 | 0.42 |
| Manager | Anurag Mittal | Dwijendra Srivastava |
| ISIN Code | INF789F014Z9 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.01% | 1.32% |
| 6 Month | 3.64% | 3.77% |
| 1 Year | 7.79% | 8.34% |
| 3 Year | 8.61% | 6.37% |
| 5 Year | 7.21% | 5.75% |
SIP Return Analysis
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.34% | 2.53% |
| 1 Year | 7.99% | 8.6% |
| 3 Year | 7.51% | 7.7% |
| 5 Year | 7.41% | 6.34% |
Rolling Lumpsum Returns
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.49% | 7.93% |
| 3 Year | 7% | 7.63% |
| 5 Year | 5.95% | 7.78% |
Risk Management
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.195% | 1.18% |
| Sharp | 0.552% | -0.49% |
| Beta | -1.107% | 2.28% |
| Alpha | 1.73% | 3.99% |
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Fund Managers
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Name | Anurag Mittal | Dwijendra Srivastava |
| Total AUM | ₹35669 Cr | ₹14140 Cr |
| Funds Managed | 7 | 14 |
| UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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