Edelweiss Banking and PSU Debt Fund vs Aditya Birla Sun Life Banking & PSU Debt Fund compare
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹9235 Cr | ₹476 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 02 May 2008 | 13 Sep 2013 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Total Return Index | NIFTY Banking and PSU Debt Total Return Index |
| Turn Over | 0.0% | 27% |
| Expense Ratio | 0.73 | 0.7 |
| Manager | Harshil Suvarnkar | Dhawal Dalal |
| ISIN Code | INF209K01LV0 | INF843K01FK1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.06% | 0.05% |
| 6 Month | 2.24% | 1.96% |
| 1 Year | 7.27% | 7.34% |
| 3 Year | 7.31% | 7.27% |
| 5 Year | 5.84% | 5.81% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.97% | 0.92% |
| 1 Year | 5.68% | 5.52% |
| 3 Year | 7.24% | 7.27% |
| 5 Year | 6.74% | 6.74% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.14% | 7.75% |
| 3 Year | 8.62% | 7.55% |
| 5 Year | 9% | 7.86% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.96% | 1.55% |
| Sharp | -0.14% | 0.47% |
| Beta | 1.81% | 1.40% |
| Alpha | 3.5% | -0.25% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harshil Suvarnkar | Dhawal Dalal |
| Total AUM | ₹55823 Cr | ₹25974 Cr |
| Funds Managed | 13 | 12 |
| Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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