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BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs Aditya Birla Sun Life Banking & PSU Debt Fund compare
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Fund | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹115 Cr | ₹9478 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Nov 2023 | 02 May 2008 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Financials Bond Index | NIFTY Banking and PSU Debt Total Return Index |
| Turn Over | % | 0.0% |
| Expense Ratio | 0.89 | 0.73 |
| Manager | Siddharth Chaudhary | Harshil Suvarnkar |
| ISIN Code | INF0QA701557 | INF209K01LV0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.57% | 1.52% |
| 6 Month | 4.84% | 4.86% |
| 1 Year | 9.58% | 9.49% |
| 3 Year | - | 7.08% |
| 5 Year | - | 6.75% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.18% | 3.13% |
| 1 Year | 10.26% | 10.22% |
| 3 Year | - | 8.26% |
| 5 Year | - | 6.96% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.76% | 8.16% |
| 3 Year | - | 8.81% |
| 5 Year | - | 9.05% |
Risk Management
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 0.934% |
| Sharp | - | -0.295% |
| Beta | - | 0.731% |
| Alpha | - | -0.189% |
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Fund Managers
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Harshil Suvarnkar |
| Total AUM | ₹7136 Cr | ₹55823 Cr |
| Funds Managed | 8 | 13 |
| BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Market Cap
| Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
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