Baroda BNP Paribas Banking and PSU Bond Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare

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tortoise-icon Sundaram Banking and PSU Debt Fund Regular Plan - Growth

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tortoise-icon Baroda BNP Paribas Banking and PSU Bond 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 Sundaram Banking and PSU Debt Fund Regular Plan - Growth Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
Fund Sundaram Banking and PSU Debt Fund Regular Plan - Growth Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹328 Cr ₹28 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2004 03 Dec 2020
Category Banking and PSU Banking and PSU
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 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Sundaram Banking and PSU Debt Fund Regular Plan - Growth Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
1 Month 0.64% 0.8%
6 Month 4.09% 3.79%
1 Year 7.69% 7.39%
3 Year 5.35% 4.75%
5 Year 5.67% -

SIP Return Analysis

Scheme Name Sundaram Banking and PSU Debt Fund Regular Plan - Growth Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
6 Month - 1.46%
1 Year 3.31% 3.34%
3 Year 9.16% 8.66%
5 Year 14.17% 9.98%

Rolling Lumpsum Returns

Scheme Name Sundaram Banking and PSU Debt Fund Regular Plan - Growth Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
1 Year 4.83% 3.93%
3 Year 11.3% 9.45%
5 Year 14.55% 9.78%

Risk Management

Scheme Name Sundaram Banking and PSU Debt Fund Regular Plan - Growth Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
Standard Deviation 1.18% 1.5%
Sharp -0.49% -0.62%
Beta 2.28% 2.62%
Alpha 3.99% 4.31%

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Fund Managers

Scheme Name Sundaram Banking and PSU Debt 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
Fund Manage 14 9
Sundaram Banking and PSU Debt Fund Regular Plan - Growth Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option

Others 100 102.45

Sector Allocation

Scheme Name

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option

Sovereign 21.53 -
Energy 12.14 -
Financial 63.26 -
Others 3.07 102.45

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