HDFC Banking and PSU Debt Fund vs Tata Banking & PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon HDFC Banking and PSU Debt Fund - Growth Option

Invest Now

tortoise-icon Tata Banking & PSU Debt Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Tata Banking & PSU Debt Fund-Regular Plan-Growth
Fund HDFC Banking and PSU Debt Fund - Growth Option Tata Banking & PSU Debt Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹6155 Cr ₹227 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Mar 2014 05 Oct 2019
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt Total Return Index CRISIL Banking and PSU Debt
Turn Over 14.32% 10%
Expense Ratio 0.81 0.72
Manager Anil Bamboli Amit Somani
ISIN Code INF179KA1JC4 INF277K011X2
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Tata Banking & PSU Debt Fund-Regular Plan-Growth
1 Month 0.69% 0.66%
6 Month 3.84% 3.73%
1 Year 7.11% 6.49%
3 Year 5.42% 4.97%
5 Year 6.55% -

SIP Return Analysis

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Tata Banking & PSU Debt Fund-Regular Plan-Growth
6 Month - -
1 Year 3.29% 3.25%
3 Year 9.33% 8.99%
5 Year 15.61% 14.02%

Rolling Lumpsum Returns

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Tata Banking & PSU Debt Fund-Regular Plan-Growth
1 Year 5.62% 5.1%
3 Year 12.65% 11.6%
5 Year 16.03% 14.05%

Risk Management

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Tata Banking & PSU Debt Fund-Regular Plan-Growth
Standard Deviation 0.98% 1.14%
Sharp -0.23% -0.41%
Beta 1.88% 2.09%
Alpha 3.54% 3.71%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Tata Banking & PSU Debt Fund-Regular Plan-Growth
Name Anil Bamboli Amit Somani
Total AUM ₹135442 Cr ₹43127 Cr
Fund Manage 12 7
HDFC Banking and PSU Debt Fund - Growth Option Tata Banking & PSU Debt Fund-Regular Plan-Growth

Market Cap

Scheme Name

HDFC Banking and PSU Debt Fund - Growth Option

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Others 100.07 100

Sector Allocation

Scheme Name

HDFC Banking and PSU Debt Fund - Growth Option

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Sovereign 13.2 -
Financial 74.44 65.33
Others 3.18 24.83
Energy 3.76 9.84
Construction 3.21 -
Communication 2.28 -

Top Comparisons

Franklin India Pension Plan-Growth Franklin India Pension Plan-Growth

3Y Returns10.28%

VS

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

3Y Returns17.65%

Compare Now

Invesco India Corporate Bond Fund - Growth Invesco India Corporate Bond Fund - Growth

3Y Returns5.2%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns5.31%

Compare Now

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns26.29%

VS

PGIM India Large and Mid Cap Fund - Regular (G) PGIM India Large and Mid Cap Fund - Regular (G)

3Y Returns0%

Compare Now

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns5.43%

VS

Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

3Y Returns4.6%

Compare Now
Request call back
Add to Cart Successfully