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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 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 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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