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
| 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 |
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.74% | 0.47% |
| 6 Month | 3.9% | 4.52% |
| 1 Year | 7.45% | 8.32% |
| 3 Year | 7.67% | 5.73% |
| 5 Year | 6.89% | 5.63% |
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.25% | 3.31% |
| 3 Year | 11.27% | 9.16% |
| 5 Year | 18.9% | 14.17% |
| Scheme Name | UTI Banking & PSU Fund- Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.44% | 7.89% |
| 3 Year | 6.95% | 7.64% |
| 5 Year | 5.87% | 7.76% |
| 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% |
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| 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 |
| Scheme Name |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 99.98 | 100 |
| 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 |
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