- 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
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Edelweiss Banking and PSU Debt Fund vs Tata Banking & PSU Debt Fund compare
Tata Banking & PSU Debt Fund-Regular Plan-Growth
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹208 Cr | ₹271 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Oct 2019 | 13 Sep 2013 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | NIFTY Banking and PSU Debt Total Return Index |
| Turn Over | 10% | 27% |
| Expense Ratio | 0.72 | 0.7 |
| Manager | Amit Somani | Dhawal Dalal |
| ISIN Code | INF277K011X2 | INF843K01FK1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.66% | 1.06% |
| 6 Month | 3.73% | 5.32% |
| 1 Year | 6.49% | 10% |
| 3 Year | 4.96% | 8.04% |
| 5 Year | - | 6.6% |
SIP Return Analysis
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | 3.43% |
| 1 Year | 1.75% | 11.12% |
| 3 Year | 4.21% | 8.7% |
| 5 Year | 4.38% | 7.18% |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.75% | 7.66% |
| 3 Year | 4.96% | 7.55% |
| 5 Year | 5.56% | 7.95% |
Risk Management
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.14% | 2.079% |
| Sharp | -0.41% | -0.102% |
| Beta | 2.09% | 1.898% |
| Alpha | 3.71% | -0.218% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Amit Somani | Dhawal Dalal |
| Total AUM | ₹43127 Cr | ₹25974 Cr |
| Funds Managed | 7 | 12 |
| Tata Banking & PSU Debt Fund-Regular Plan-Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 24.83 | 100 |
| Financial | 65.33 | - |
| Energy | 9.84 | - |
Top Comparisons
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns21.6%
Kotak Equity Hybrid - Growth
3Y Returns17.18%
ICICI Prudential US Bluechip Equity Fund - Growth
3Y Returns13.62%
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
3Y Returns11.87%
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
3Y Returns24.01%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns25.59%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.32%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.28%
