BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs Axis Banking & PSU Debt Fund compare
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Chart Comparison
Overview
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Fund | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹148 Cr | ₹13056 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Nov 2023 | 08 Jun 2012 |
| Category | PSU Themes | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Financials Bond Index | Nifty Banking & PSU Debt Index A-II |
| Turn Over | % | % |
| Expense Ratio | 0.89 | 0.63 |
| Manager | Siddharth Chaudhary | Hardik Shah |
| ISIN Code | INF0QA701557 | INF846K01CB0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Month | 0.61% | 0.55% |
| 6 Month | 2.99% | 3.12% |
| 1 Year | 8.01% | 8.04% |
| 3 Year | - | 7.38% |
| 5 Year | - | 5.8% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 6 Month | 1.31% | 1.39% |
| 1 Year | 7.25% | 7.3% |
| 3 Year | - | 7.6% |
| 5 Year | - | 6.77% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Year | 8.15% | 7.96% |
| 3 Year | - | 8% |
| 5 Year | - | 7.95% |
Risk Management
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Standard Deviation | - | 0.87% |
| Sharp | - | -0.4% |
| Beta | - | 1.63% |
| Alpha | - | 2.92% |
Fund Managers
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Name | Siddharth Chaudhary | Hardik Shah |
| Total AUM | ₹7136 Cr | ₹0 Cr |
| Funds Managed | 8 | 12 |
| BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Market Cap
| Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
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