Edelweiss Banking and PSU Debt Fund vs Axis Banking & PSU Debt Fund compare
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Chart Comparison
Overview
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Fund | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹476 Cr | ₹13712 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Sep 2013 | 08 Jun 2012 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Total Return Index | Nifty Banking & PSU Debt Index A-II |
| Turn Over | 27% | % |
| Expense Ratio | 0.7 | 0.63 |
| Manager | Dhawal Dalal | Hardik Shah |
| ISIN Code | INF843K01FK1 | INF846K01CB0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Month | 0.08% | 0.11% |
| 6 Month | 2.15% | 2.48% |
| 1 Year | 7.26% | 7.47% |
| 3 Year | 7.26% | 7.12% |
| 5 Year | 5.83% | 5.72% |
SIP Return Analysis
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 6 Month | 1.09% | 1.21% |
| 1 Year | 6.15% | 6.46% |
| 3 Year | 7.4% | 7.33% |
| 5 Year | 6.8% | 6.67% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Year | 7.75% | 8% |
| 3 Year | 7.58% | 7.95% |
| 5 Year | 7.87% | 7.92% |
Risk Management
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Standard Deviation | 1.55% | 0.87% |
| Sharp | 0.47% | -0.4% |
| Beta | 1.40% | 1.63% |
| Alpha | -0.25% | 2.92% |
Fund Managers
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Name | Dhawal Dalal | Hardik Shah |
| Total AUM | ₹25974 Cr | ₹0 Cr |
| Funds Managed | 12 | 12 |
| Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Market Cap
| Scheme Name |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
LIC MF Nifty 50 Index Fund-Growth
3Y Returns12.3%
LIC MF Nifty 50 Index Fund-Regular Plan-Growth
3Y Returns12.3%
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
Kotak Multi Asset Omni FOF - Growth
3Y Returns18.4%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns17.19%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Invesco India Multicap Fund - Growth Option
3Y Returns16.23%