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) | ₹400 Cr | ₹27 Cr |
| Min Investment | ₹5000 | ₹ |
| Min SIP Invesment | ₹250 | ₹0 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2004 | 17 Dec 2020 |
| Category | PSU Themes | 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 | 0.62% | 0.94% |
| 6 Month | 3.09% | 3.18% |
| 1 Year | 8.04% | 7.8% |
| 3 Year | 7.67% | 7.4% |
| 5 Year | 5.65% | - |
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 | 1.41% | 0.66% |
| 1 Year | 7.39% | 5.88% |
| 3 Year | 7.85% | 7.21% |
| 5 Year | 6.87% | - |
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 | 7.75% | - |
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 | 1.18% | 1.35% |
| Sharp | -0.49% | 0.31% |
| Beta | 2.28% | 1.73% |
| Alpha | 3.99% | -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 | 98.91 | 100 |
| Large Cap | 1.11 | - |
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 | 100.02 | 100 |
Top Comparisons
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.92%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.92%
Franklin Build India Fund Growth Plan
3Y Returns26.79%
Quant Infrastructure Fund - Growth Option
3Y Returns17.86%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns21.24%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns15.28%
Bajaj Finserv Overnight Fund Regular - Growth
3Y Returns0%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.33%