UTI Banking & PSU Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Invest Now

Chart Comparison

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

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 Low to Moderate
Asset Size (Cr) ₹839 Cr ₹328 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹500 ₹1000
Launch Date 05 Jan 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 0.57 0.41
Manager Anurag Mittal Dwijendra Srivastava
ISIN Code INF789F014Z9 INF903J01IN3
Exits Load Nil/365 Nil/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 0.48% 0.44%
6 Month 4.04% 4.25%
1 Year 7.84% 8.05%
3 Year 8.04% 5.73%
5 Year 7.17% 5.57%

SIP Return Analysis

Scheme Name UTI Banking & PSU Fund- Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 7.97% 8.35%
3 Year 7.66% 7.03%
5 Year 7.32% 5.93%

Rolling Lumpsum Returns

Scheme Name UTI Banking & PSU Fund- Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 7.4% 7.91%
3 Year 6.92% 7.64%
5 Year 5.87% 7.8%

Risk Management

Scheme Name UTI Banking & PSU Fund- Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 3.26% 1.18%
Sharp 0.53% -0.49%
Beta -1.46% 2.28%
Alpha -1.18% 3.99%

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 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
Fund Manage 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 99.98 100

Sector Allocation

Scheme Name

UTI Banking & PSU Fund- Regular Plan - Growth Option

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 4.65 3.07
Sovereign 19.74 21.53
Financial 70.11 63.26
Energy 5.48 12.14

Top Comparisons

WhiteOak Capital Banking & Financial Services Fund-Reg (G) WhiteOak Capital Banking & Financial Services Fund-Reg (G)

3Y Returns0%

VS

Bandhan Financial Services Fund - Regular (G) Bandhan Financial Services Fund - Regular (G)

3Y Returns0%

Compare Now

Kotak Overnight Fund -Regular plan-Growth Option Kotak Overnight Fund -Regular plan-Growth Option

3Y Returns5.8%

VS

Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth

3Y Returns5.8%

Compare Now

BANDHAN Sterling Value Fund - Regular Plan - Growth BANDHAN Sterling Value Fund - Regular Plan - Growth

3Y Returns17.91%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns0%

Compare Now

SBI Banking & PSU Fund - Regular Paln - Growth SBI Banking & PSU Fund - Regular Paln - Growth

3Y Returns5.46%

VS

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.97%

Compare Now
Request call back
Add to Cart Successfully