Aditya Birla Sun Life Banking & PSU Debt Fund vs Axis Banking & PSU Debt Fund compare
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Fund | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹9235 Cr | ₹13712 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 02 May 2008 | 08 Jun 2012 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Total Return Index | Nifty Banking & PSU Debt Index A-II |
| Turn Over | 0.0% | % |
| Expense Ratio | 0.73 | 0.63 |
| Manager | Harshil Suvarnkar | Hardik Shah |
| ISIN Code | INF209K01LV0 | INF846K01CB0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Month | -0.03% | 0.11% |
| 6 Month | 2.1% | 2.33% |
| 1 Year | 7.18% | 7.47% |
| 3 Year | 7.3% | 7.14% |
| 5 Year | 5.84% | 5.72% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 6 Month | 1.14% | 1.21% |
| 1 Year | 6.2% | 6.46% |
| 3 Year | 7.37% | 7.33% |
| 5 Year | 6.79% | 6.67% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Year | 8.14% | 7.98% |
| 3 Year | 8.62% | 7.95% |
| 5 Year | 9% | 7.9% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Standard Deviation | 0.96% | 0.87% |
| Sharp | -0.14% | -0.4% |
| Beta | 1.81% | 1.63% |
| Alpha | 3.5% | 2.92% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Name | Harshil Suvarnkar | Hardik Shah |
| Total AUM | ₹55823 Cr | ₹0 Cr |
| Funds Managed | 13 | 12 |
| Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
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