- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Axis Banking & PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹13428 Cr | ₹471 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Jun 2012 | 30 Dec 2004 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Banking & PSU Debt Index A-II | Nifty Banking and PSU Debt Index A-II |
| Turn Over | % | 18% |
| Expense Ratio | 0.63 | 0.41 |
| Manager | Hardik Shah | Dwijendra Srivastava |
| ISIN Code | INF846K01CB0 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.27% | 0.24% |
| 6 Month | 5.07% | 5.11% |
| 1 Year | 9.08% | 9.35% |
| 3 Year | 7.2% | 7.58% |
| 5 Year | 5.9% | 5.65% |
SIP Return Analysis
| Scheme Name | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.4% | 2.4% |
| 1 Year | 9.39% | 9.48% |
| 3 Year | 8.03% | 8.33% |
| 5 Year | 6.83% | 6.88% |
Rolling Lumpsum Returns
| Scheme Name | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.93% | 7.94% |
| 3 Year | 8.07% | 7.61% |
| 5 Year | 8% | 7.77% |
Risk Management
| Scheme Name | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.02% | 1.09% |
| Sharp | 0.41% | 0.75% |
| Beta | 1.12% | 1.22% |
| Alpha | -0.72% | -0.44% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Name | Hardik Shah | Dwijendra Srivastava |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 12 | 14 |
| Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100.07 | 100 |
Sector Allocation
| Scheme Name |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100.07 | 100 |
Top Comparisons
Aditya Birla Sun Life India Gennext Fund-Growth Option
3Y Returns19.26%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns21.39%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns15.48%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns15.6%
HDFC Low Duration Fund - Growth
3Y Returns7.28%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns7.35%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns22.37%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns28.97%
