Axis Banking & PSU Debt Fund vs HDFC Banking and PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon HDFC Banking and PSU Debt Fund - Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Fund HDFC Banking and PSU Debt Fund - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹6011 Cr ₹13283 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 03 Mar 2014 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 14.32% %
Expense Ratio 0.79 0.63% (As on 30-08-2024)
Manager Anil Bamboli Hardik Shah
ISIN Code INF179KA1JC4 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 HDFC Banking and PSU Debt Fund - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Month 0.67% 0.7%
6 Month 4.17% 4.09%
1 Year 8.3% 7.92%
3 Year 5.89% 5.88%
5 Year 6.35% 6.05%

SIP Return Analysis

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
6 Month - -
1 Year 6.97% 6.68%
3 Year 6.67% 6.4%
5 Year 6.06% 5.81%

Rolling Lumpsum Returns

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Year 7.52% 7.95%
3 Year 7.62% 8.18%
5 Year 7.23% 8.07%

Risk Management

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Standard Deviation 0.98% 0.87%
Sharp -0.23% -0.4%
Beta 1.88% 1.63%
Alpha 3.54% 2.92%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Name Anil Bamboli Hardik Shah
Total AUM ₹135442 Cr ₹0 Cr
Fund Manage 12 12
HDFC Banking and PSU Debt Fund - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Market Cap

Scheme Name

HDFC Banking and PSU Debt Fund - Growth Option

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

Others 100.07 100.03

Sector Allocation

Scheme Name

HDFC Banking and PSU Debt Fund - Growth Option

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

Others 3.18 100.03
Sovereign 13.2 -
Construction 3.21 -
Financial 74.44 -
Communication 2.28 -
Energy 3.76 -

Top Comparisons

Aditya Birla Sun Life Low Duration Fund - Growth Plan Aditya Birla Sun Life Low Duration Fund - Growth Plan

3Y Returns5.93%

VS

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns6.08%

Compare Now

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns21.34%

VS

BANDHAN Focused Equity Fund - Regular Plan - Growth BANDHAN Focused Equity Fund - Regular Plan - Growth

3Y Returns15.17%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns22.75%

VS

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns17.76%

Compare Now

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.08%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns5.58%

Compare Now
Request call back
Add to Cart Successfully