Aditya Birla Sun Life Banking & PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹9240 Cr | ₹404 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 02 May 2008 | 30 Dec 2004 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Total Return Index | Nifty Banking and PSU Debt Index A-II |
| Turn Over | 0.0% | 18% |
| Expense Ratio | 0.73 | 0.41 |
| Manager | Harshil Suvarnkar | Dwijendra Srivastava |
| ISIN Code | INF209K01LV0 | INF903J01IN3 |
| 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 | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.47% | 0.53% |
| 6 Month | 2.2% | 2.51% |
| 1 Year | 7.6% | 7.79% |
| 3 Year | 7.48% | 7.56% |
| 5 Year | 5.91% | 5.7% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.59% | 1.6% |
| 1 Year | 7.09% | 7.27% |
| 3 Year | 7.7% | 7.82% |
| 5 Year | 6.96% | 6.89% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.15% | 7.97% |
| 3 Year | 8.64% | 7.6% |
| 5 Year | 9% | 7.7% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.96% | 1.18% |
| Sharp | -0.14% | -0.49% |
| Beta | 1.81% | 2.28% |
| Alpha | 3.5% | 3.99% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harshil Suvarnkar | Dwijendra Srivastava |
| Total AUM | ₹55823 Cr | ₹14140 Cr |
| Funds Managed | 13 | 14 |
| Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 99.55 | 100.02 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 99.55 | 100.02 |
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