HSBC Banking and PSU Debt Fund vs LIC MF Banking & PSU Debt Fund compare
HSBC Banking and PSU Debt Fund - Regular Growth
LIC MF Banking & PSU Debt Fund-Growth
LIC MF Banking & PSU Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | HSBC Banking and PSU Debt Fund - Regular Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate | Moderate |
| Asset Size (Cr) | ₹4360 Cr | ₹1873 Cr | ₹1873 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹200 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 12 Sep 2012 | 30 May 2007 | 30 May 2007 |
| Category | Banking and PSU | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Index | NIFTY Banking and PSU Debt TRI | NIFTY Banking and PSU Debt TRI |
| Turn Over | 15% | % | 16% |
| Expense Ratio | 0.61 | 0.78 | 0.78 |
| Manager | Jalpan Shah | Marzban Irani | Marzban Irani |
| ISIN Code | INF677K01AE7 | INF767K01535 | INF767K01535 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -0.13% | -0.12% | -0.12% |
| 6 Month | 1.78% | 1.54% | 1.54% |
| 1 Year | 6.82% | 6.62% | 6.62% |
| 3 Year | 6.84% | 7.04% | 7.04% |
| 5 Year | 5.18% | 5.47% | 5.47% |
SIP Return Analysis
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 0.69% | 0.62% | 0.62% |
| 1 Year | 4.68% | 4.29% | 4.29% |
| 3 Year | 6.71% | 6.78% | 6.78% |
| 5 Year | 6.12% | 6.35% | 6.35% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 7.2% | 7.48% | 7.48% |
| 3 Year | 6.94% | 7.22% | 7.22% |
| 5 Year | 6.16% | 7.34% | 7.34% |
Risk Management
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 1.82% | 1.02% | 1.02% |
| Sharp | - | - | - |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Jalpan Shah | Marzban Irani | Marzban Irani |
| Total AUM | ₹16521 Cr | ₹1914 Cr | ₹1914 Cr |
| Funds Managed | 6 | 6 | 6 |
| HSBC Banking and PSU Debt Fund - Regular Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HSBC Banking and PSU Debt Fund - Regular Growth |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
HSBC Banking and PSU Debt Fund - Regular Growth |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Top Comparisons
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.8%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.54%
Bajaj Finserv Flexi Cap Fund Regular - Growth
3Y Returns0%
LIC MF Flexi Cap Fund-Growth
3Y Returns15.62%
Franklin India Small Cap Fund-Growth
3Y Returns19.09%
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
3Y Returns23.33%
HDFC Medium Term Debt Fund - Growth Option
3Y Returns7.3%
SBI Medium Duration Fund - Regular Plan - Growth
3Y Returns7.45%