- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Edelweiss Banking and PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹265 Cr | ₹470 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Sep 2013 | 30 Dec 2004 |
| 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 Index A-II |
| Turn Over | 27% | 18% |
| Expense Ratio | 0.7 | 0.41 |
| Manager | Dhawal Dalal | Dwijendra Srivastava |
| ISIN Code | INF843K01FK1 | INF903J01IN3 |
| 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 | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.3% | 0.48% |
| 6 Month | 4.93% | 4.86% |
| 1 Year | 9.07% | 8.96% |
| 3 Year | 7.58% | 7.46% |
| 5 Year | 5.93% | 5.64% |
SIP Return Analysis
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.94% | 1.99% |
| 1 Year | 8.77% | 8.8% |
| 3 Year | 8.22% | 8.19% |
| 5 Year | 7.04% | 6.86% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.73% | 7.95% |
| 3 Year | 7.58% | 7.61% |
| 5 Year | 7.9% | 7.76% |
Risk Management
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.75% | 1.18% |
| Sharp | 0.52% | -0.49% |
| Beta | 2.11% | 2.28% |
| Alpha | -0.96% | 3.99% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhawal Dalal | Dwijendra Srivastava |
| Total AUM | ₹25974 Cr | ₹14140 Cr |
| Funds Managed | 12 | 14 |
| Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns19.8%
HDFC Focused Fund - GROWTH PLAN
3Y Returns23.07%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.38%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.34%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns16.4%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns15.7%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns20.4%
Quant Quantamental Fund Regular - Growth
3Y Returns22.78%
