BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs Nippon India Banking & PSU Debt Fund compare
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
---|---|---|
Fund | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹142 Cr | ₹5931 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Nov 2023 | 15 May 2015 |
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 | % | 24% |
Expense Ratio | 0.89 | 0.76 |
Manager | Siddharth Chaudhary | Vivek Sharma |
ISIN Code | INF0QA701557 | INF204KA1T56 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
---|---|---|
1 Month | -0.22% | -0.09% |
6 Month | 5.05% | 5.06% |
1 Year | 9.27% | 9.15% |
3 Year | - | 7.55% |
5 Year | - | 6.06% |
SIP Return Analysis
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
---|---|---|
6 Month | 2.34% | 2.34% |
1 Year | 9.19% | 9.27% |
3 Year | - | 8.19% |
5 Year | - | 6.93% |
Rolling Lumpsum Returns
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
---|---|---|
1 Year | 7.86% | 7.23% |
3 Year | - | 7.4% |
5 Year | - | 7.18% |
Risk Management
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
---|---|---|
Standard Deviation | - | 1.17% |
Sharp | - | 0.77% |
Beta | - | 1.32% |
Alpha | - | -0.42% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
---|---|---|
Name | Siddharth Chaudhary | Vivek Sharma |
Total AUM | ₹7136 Cr | ₹39796 Cr |
Funds Managed | 8 | 12 |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
Market Cap
Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns15.65%
Invesco India Dynamic Equity Fund - Growth
3Y Returns16.46%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns19.38%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns12.51%
Invesco India GILT Fund - Growth
3Y Returns7.49%
Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option
3Y Returns8.51%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns22.58%
HSBC Business Cycles Fund - Regular Growth
3Y Returns29.45%