Aditya Birla Sun Life Banking & PSU Debt Fund vs Tata Banking & PSU Debt Fund compare
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Tata Banking & PSU Debt Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹9057 Cr | ₹208 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 02 May 2008 | 10 Oct 2019 |
| Category | PSU Themes | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Total Return Index | CRISIL Banking and PSU Debt |
| Turn Over | 0.0% | 10% |
| Expense Ratio | 0.73 | 0.72 |
| Manager | Harshil Suvarnkar | Amit Somani |
| ISIN Code | INF209K01LV0 | INF277K011X2 |
| 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 | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.74% | - |
| 6 Month | 2.96% | - |
| 1 Year | 7.91% | - |
| 3 Year | 7.58% | - |
| 5 Year | 5.99% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.35% | - |
| 1 Year | 7.16% | - |
| 3 Year | 7.71% | - |
| 5 Year | 6.93% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.22% | - |
| 3 Year | 8.68% | - |
| 5 Year | 9.01% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 1.13% | 1.14% |
| Sharp | 0.71% | -0.41% |
| Beta | 1.03% | 2.09% |
| Alpha | 0.01% | 3.71% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Name | Harshil Suvarnkar | Amit Somani |
| Total AUM | ₹55823 Cr | ₹43127 Cr |
| Funds Managed | 13 | 7 |
| Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 24.83 |
| Financial | - | 65.33 |
| Energy | - | 9.84 |
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