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 | 5.91% | 7.44% |
| 3 Year | 4.96% | 6.95% |
| 5 Year | 5.58% | 5.87% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
Top Comparisons
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns5.27%
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
3Y Returns5.27%
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
3Y Returns5.8%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns6.06%
Franklin India Smaller Companies Fund-Growth
3Y Returns25.98%
HSBC Small Cap Fund - Regular Growth
3Y Returns30.37%
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns4.95%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns10.09%