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Canara Robeco Banking and PSU Debt Fund vs Tata Banking & PSU Debt Fund compare
Tata Banking & PSU Debt Fund-Regular Plan-Growth
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option |
|---|---|---|
| Fund | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹208 Cr | ₹228 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Oct 2019 | 22 Aug 2022 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | CRISIL Banking and PSU Debt |
| Turn Over | 10% | 64% |
| Expense Ratio | 0.72 | 0.71 |
| Manager | Amit Somani | Avnish Jain |
| ISIN Code | INF277K011X2 | INF760K01KF7 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.66% | 0.02% |
| 6 Month | 3.73% | 3.74% |
| 1 Year | 6.49% | 7.17% |
| 3 Year | 4.96% | 6.62% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | - | 1.01% |
| 1 Year | 1.75% | 6.42% |
| 3 Year | 4.21% | 7.08% |
| 5 Year | 4.38% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 5.75% | 7.1% |
| 3 Year | 4.96% | - |
| 5 Year | 5.56% | - |
Risk Management
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 1.14% | - |
| Sharp | -0.41% | - |
| Beta | 2.09% | - |
| Alpha | 3.71% | - |
Fund Managers
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option |
|---|---|---|
| Name | Amit Somani | Avnish Jain |
| Total AUM | ₹43127 Cr | ₹15907 Cr |
| Funds Managed | 7 | 11 |
| Tata Banking & PSU Debt Fund-Regular Plan-Growth | Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 24.83 | 100 |
| Financial | 65.33 | - |
| Energy | 9.84 | - |
Top Comparisons
Tata Value Fund - Regular Plan - Growth Option
3Y Returns18.12%
HSBC Value Fund - Regular Growth
3Y Returns23.47%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.23%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.26%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns19.01%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns16.63%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.21%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.05%
