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NAVs as of 20 Aug 2026

UTI Banking & PSU FundDirect · IDCWUTI Banking & PSU Fund - Direct Plan - FlexiDirect · IDCWUTI Banking & PSU FundDirect · IDCWLIC MF Banking & PSU FundDirect · IDCW4 of 4 funds
Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Common period 04 May 201720 Aug 2026, limited by UTI Banking & PSU Fund. Every series is rebased to ₹100 at the start of this window.

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Growth of ₹100, sampled across the common period
DateUTI Banking & PSU FundUTI Banking & PSU Fund - Direct Plan - FlexiUTI Banking & PSU FundLIC MF Banking & PSU Fund
04 May 2017₹100.00₹100.00₹100.00₹100.00
11 Feb 2018₹102.00₹104.98₹101.02₹100.08
21 Nov 2018₹102.39₹110.02₹103.39₹100.18
31 Aug 2019₹99.82₹109.80₹100.88₹101.89
09 Jun 2020₹105.22₹115.74₹106.34₹105.28
19 Mar 2021₹107.34₹120.22₹107.83₹105.53
27 Dec 2021₹106.50₹123.96₹107.67₹109.01
05 Oct 2022₹115.81₹134.79₹116.64₹111.36
15 Jul 2023₹122.62₹142.71₹123.49₹117.71
23 Apr 2024₹128.88₹150.00₹129.80₹123.93
31 Jan 2025₹136.83₹159.26₹137.81₹132.00
10 Nov 2025₹146.04₹169.97₹147.08₹141.10
20 Aug 2026₹152.57₹177.58₹153.66₹146.54
UTI Banking & PSU Fund, UTI Banking & PSU Fund - Direct Plan - Flexi, UTI Banking & PSU Fund, LIC MF Banking & PSU Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Banking and PSU Fund median.
Metric
UTI · Direct · IDCW
NAV ₹15.86
Low to Moderate risk
★★★★★
UTI · Direct · IDCW
NAV ₹20.60
Low to Moderate risk
★★★★★
UTI · Direct · IDCW
NAV ₹17.79
Low to Moderate risk
★★★★★
LIC · Direct · IDCW
NAV ₹15.06
Low to Moderate risk
★★★★★
Category median
Banking and PSU Fund · 52 funds
+6.01%+6.02%+6.02%+5.57%+0.20%
+7.47%+7.47%+7.47%+7.43%+0.54%
+7.42%+7.67%Best in row+7.33%+6.29%+0.38%
+6.57%Best in row+4.54%+0.38%
+4.65%+6.48%Best in row+4.69%+2.98%+0.62%
+7.47%+7.48%+7.42%+7.00%
+5.09%+6.29%Best in row+4.32%+3.70%+0.51%
+5.09%+6.16%Best in row+3.94%+3.25%+0.51%
+6.44%Best in row+4.41%+2.17%+0.43%
Risk
0.81%0.81%0.81%1.08%1.85%
1.201.201.200.86-2.26
1.851.851.851.30-2.38
-8.70%-6.74%-8.29%-3.02%Best in row-5.68%
0.22%0.22%0.22%0.28%0.36%
₹1,483Cr₹1,483Cr₹1,483Cr₹1,869Cr₹3,138Cr
₹500₹500₹500₹200
₹500₹500₹500₹5.00K
Anurag MittalAnurag Mittal · 4.7yAnurag MittalPratik Harish Shroff
04 May 201720 Feb 201506 Feb 201422 Jan 2013
2.5%2.5%2.5%0.4%
10 rows carry the same value for every fund — show
Benchmark
Alpha
Beta
Upside capture
Downside capture
Exit load
None
Lock-in
None
Portfolio turnover
Holdings
Top 10 weight

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.