Baroda BNP Paribas Banking and PSU Bond Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
Sundaram Banking and PSU Fund - Regular Plan - Growth
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | Sundaram Banking and PSU Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | Sundaram Banking and PSU Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹377 Cr | ₹27 Cr |
| Min Investment | ₹5000 | ₹ |
| Min SIP Invesment | ₹250 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2004 | 17 Dec 2020 |
| Category | Banking and PSU | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Banking and PSU Debt Index A-II | CRISIL Banking and PSU Debt |
| Turn Over | 18% | 12.69% |
| Expense Ratio | 0.41 | 0.79 |
| Manager | Dwijendra Srivastava | Mayank Prakash |
| ISIN Code | INF903J01IN3 | INF955L01JX6 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Banking and PSU Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | 0.06% | 0.94% |
| 6 Month | 2.4% | 3.18% |
| 1 Year | 7.5% | 7.8% |
| 3 Year | 7.44% | 7.4% |
| 5 Year | 5.62% | - |
SIP Return Analysis
| Scheme Name | Sundaram Banking and PSU Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 1.15% | 0.66% |
| 1 Year | 6.36% | 5.88% |
| 3 Year | 7.51% | 7.21% |
| 5 Year | 6.74% | - |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Banking and PSU Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 7.97% | 6.06% |
| 3 Year | 7.6% | 5.12% |
| 5 Year | 7.7% | - |
Risk Management
| Scheme Name | Sundaram Banking and PSU Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 1.08% | 1.35% |
| Sharp | 0.77% | 0.31% |
| Beta | 0.99% | 1.73% |
| Alpha | 0.14% | -1.24% |
Fund Managers
| Scheme Name | Sundaram Banking and PSU Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Dwijendra Srivastava | Mayank Prakash |
| Total AUM | ₹14140 Cr | ₹9848 Cr |
| Funds Managed | 14 | 9 |
| Sundaram Banking and PSU Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 100 | 100 |
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