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Axis Banking & PSU Debt Fund vs Edelweiss Banking and PSU Debt Fund compare
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Chart Comparison
Overview
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Fund | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹271 Cr | ₹12969 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Sep 2013 | 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 | 27% | % |
| Expense Ratio | 0.7 | 0.63 |
| Manager | Dhawal Dalal | Hardik Shah |
| ISIN Code | INF843K01FK1 | INF846K01CB0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Month | 1.43% | 1.38% |
| 6 Month | 4.85% | 4.78% |
| 1 Year | 9.8% | 9.01% |
| 3 Year | 7.24% | 6.8% |
| 5 Year | 6.83% | 6.38% |
SIP Return Analysis
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 6 Month | 3.22% | 2.99% |
| 1 Year | 10.46% | 9.91% |
| 3 Year | 8.42% | 7.92% |
| 5 Year | 6.98% | 6.67% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Year | 7.66% | 7.93% |
| 3 Year | 7.55% | 8.13% |
| 5 Year | 7.95% | 8.04% |
Risk Management
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Standard Deviation | 2.079% | 0.87% |
| Sharp | -0.102% | -0.4% |
| Beta | 1.898% | 1.63% |
| Alpha | -0.218% | 2.92% |
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Fund Managers
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Name | Dhawal Dalal | Hardik Shah |
| Total AUM | ₹25974 Cr | ₹0 Cr |
| Funds Managed | 12 | 12 |
| Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Market Cap
| Scheme Name |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
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