Axis Banking & PSU Debt Fund vs Aditya Birla Sun Life Banking & PSU Debt Fund compare

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tortoise-icon Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

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tortoise-icon Axis Banking & PSU Debt Fund - Regular Plan - Growth option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹9395 Cr ₹13283 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Apr 2008 01 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 and PSU Debt Total Return Index
Turn Over 0.0% %
Expense Ratio 0.73 0.63% (As on 30-08-2024)
Manager Harshil Suvarnkar Hardik Shah
ISIN Code INF209K01LV0 INF846K01CB0
Exits Load Nil/365 0.25% if redeemed/switched out within 1 month from date of allotment W.e.f 12./11/2012 NIL if redeemed/switched out from date of allotment W.e.f 14/07/2014/365

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 0.58% 0.64%
6 Month 4.12% 3.97%
1 Year 8.22% 7.9%
3 Year 5.98% 5.83%
5 Year 6.45% 6.04%

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 Year 7.03% 6.68%
3 Year 6.72% 6.4%
5 Year 6.13% 5.81%

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 8.25% 7.95%
3 Year 8.84% 8.18%
5 Year 9.07% 8.07%

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%

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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
Fund Manage 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 63.05 99.98

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 2.88 4.13
Sovereign 22.47 11.55
Financial 36.75 81.72
Energy 0.95 2.22
Construction - 0.36

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