UTI Banking & PSU Fund vs Tata Banking & PSU Debt Fund compare
Tata Banking & PSU Debt Fund-Regular Plan-Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹208 Cr | ₹839 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 05 Oct 2019 | 05 Jan 2014 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | CRISIL Banking and PSU Debt |
| Turn Over | 10% | 24% |
| Expense Ratio | 0.72 | 0.57 |
| Manager | Amit Somani | Anurag Mittal |
| ISIN Code | INF277K011X2 | INF789F014Z9 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.66% | 0.74% |
| 6 Month | 3.73% | 3.9% |
| 1 Year | 6.49% | 7.45% |
| 3 Year | 4.97% | 7.67% |
| 5 Year | - | 6.89% |
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.25% | 3.25% |
| 3 Year | 8.99% | 11.27% |
| 5 Year | 14.02% | 18.9% |
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.1% | 6.31% |
| 3 Year | 11.6% | 15.9% |
| 5 Year | 14.05% | 19.31% |
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.14% | 3.26% |
| Sharp | -0.41% | 0.53% |
| Beta | 2.09% | -1.46% |
| Alpha | 3.71% | -1.18% |
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| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Amit Somani | Anurag Mittal |
| Total AUM | ₹43127 Cr | ₹35669 Cr |
| Fund Manage | 7 | 7 |
| Tata Banking & PSU Debt Fund-Regular Plan-Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.98 |
| Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 24.83 | 4.65 |
| Financial | 65.33 | 70.11 |
| Energy | 9.84 | 5.48 |
| Sovereign | - | 19.74 |
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