Axis Banking & PSU Debt Fund vs Tata Banking & PSU Debt Fund compare

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tortoise-icon Tata 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 Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Fund Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹208 Cr ₹13045 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Oct 2019 08 Jun 2012
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark CRISIL Banking and PSU Debt Nifty Banking & PSU Debt Index A-II
Turn Over 10% %
Expense Ratio 0.72 0.63
Manager Amit Somani Hardik Shah
ISIN Code INF277K011X2 INF846K01CB0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Month 0.66% 0.69%
6 Month 3.73% 4.08%
1 Year 6.49% 7.83%
3 Year 4.97% 5.91%
5 Year - 6.14%

SIP Return Analysis

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
6 Month - -
1 Year 2.34% 7.83%
3 Year 4.46% 6.81%
5 Year 4.58% 6.05%

Rolling Lumpsum Returns

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Year 5.75% 7.95%
3 Year 4.96% 8.18%
5 Year 5.56% 8.07%

Risk Management

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Standard Deviation 1.14% 0.87%
Sharp -0.41% -0.4%
Beta 2.09% 1.63%
Alpha 3.71% 2.92%

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Fund Managers

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Name Amit Somani Hardik Shah
Total AUM ₹43127 Cr ₹0 Cr
Fund Manage 7 12
Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Market Cap

Scheme Name

Tata Banking & PSU Debt Fund-Regular Plan-Growth

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

Others 100 100.03

Sector Allocation

Scheme Name

Tata Banking & PSU Debt Fund-Regular Plan-Growth

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

Others 24.83 100.03
Financial 65.33 -
Energy 9.84 -

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