Canara Robeco Banking and PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare

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tortoise-icon Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹425 Cr ₹357 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 22 Aug 2022 30 Dec 2004
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark CRISIL Banking and PSU Debt NIFTY Banking and PSU Debt Index
Turn Over 64% 18%
Expense Ratio 0.71 0.39
Manager Avnish Jain Dwijendra Srivastava
ISIN Code INF760K01KF7 INF903J01IN3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.7% 0.75%
6 Month 3.83% 3.82%
1 Year 6.76% 7.04%
3 Year - 5.09%
5 Year - 5.75%

SIP Return Analysis

Scheme Name Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 3.22% 3.31%
3 Year 6.17% 9.16%
5 Year 6.17% 14.17%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 4.82% 4.83%
3 Year 6.33% 11.3%
5 Year 6.33% 14.55%

Risk Management

Scheme Name Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 1.76% 1.18%
Sharp - -0.49%
Beta - 2.28%
Alpha - 3.99%

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Fund Managers

Scheme Name Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Avnish Jain Dwijendra Srivastava
Total AUM ₹15907 Cr ₹14140 Cr
Fund Manage 11 14
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Financial 65.32 63.26
Sovereign 9.37 21.53
Energy 13.13 12.14
Others 8.24 3.07
Materials 3.94 -

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