DSP Banking & PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
DSP Banking & PSU Debt Fund - Regular Plan - Growth
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
Fund | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹4704 Cr | ₹400 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹250 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Sep 2013 | 30 Dec 2004 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Banking and PSU Debt TRI | Nifty Banking and PSU Debt Index A-II |
Turn Over | 0.0% | 18% |
Expense Ratio | 0.72 | 0.41 |
Manager | Karan Mundhra | Dwijendra Srivastava |
ISIN Code | INF740K01ZP6 | INF903J01IN3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.01% | 0.86% |
6 Month | 2.86% | 3.3% |
1 Year | 7.3% | 8.06% |
3 Year | 7.69% | 7.75% |
5 Year | 5.83% | 5.66% |
SIP Return Analysis
Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.37% | 1.53% |
1 Year | 7.26% | 7.9% |
3 Year | 7.85% | 7.98% |
5 Year | 6.92% | 6.9% |
Rolling Lumpsum Returns
Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.02% | 7.97% |
3 Year | 7.46% | 7.6% |
5 Year | 7.03% | 7.75% |
Risk Management
Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.56% | 1.18% |
Sharp | 0.45% | -0.49% |
Beta | 1.84% | 2.28% |
Alpha | -1.06% | 3.99% |
Fund Managers
Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
Name | Karan Mundhra | Dwijendra Srivastava |
Total AUM | ₹22743 Cr | ₹14140 Cr |
Funds Managed | 6 | 14 |
DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
DSP Banking & PSU Debt Fund - Regular Plan - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
DSP Banking & PSU Debt Fund - Regular Plan - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
SBI Magnum Income Fund-Regular Plan-Growth
3Y Returns7.52%
HSBC Medium to Long Duration Fund - Regular Growth
3Y Returns6.69%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.57%
HSBC Money Market Fund - Regular Growth
3Y Returns7.26%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns15.52%
HSBC Multi Asset Active FOF - Growth
3Y Returns16.61%