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HSBC Banking and PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
HSBC Banking and PSU Debt Fund - Regular Growth
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Banking and PSU Debt Fund - Regular Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹4572 Cr | ₹400 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Sep 2012 | 30 Dec 2004 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Index | Nifty Banking and PSU Debt Index A-II |
| Turn Over | 15% | 18% |
| Expense Ratio | 0.61 | 0.41 |
| Manager | Jalpan Shah | Dwijendra Srivastava |
| ISIN Code | INF677K01AE7 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.86% | 0.9% |
| 6 Month | 3.55% | 3.43% |
| 1 Year | 8.06% | 7.99% |
| 3 Year | 7.48% | 7.78% |
| 5 Year | 5.28% | 5.66% |
SIP Return Analysis
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.44% | 1.46% |
| 1 Year | 7.8% | 7.8% |
| 3 Year | 7.57% | 7.95% |
| 5 Year | 6.4% | 6.86% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.14% | 7.97% |
| 3 Year | 6.93% | 7.6% |
| 5 Year | 6.17% | 7.75% |
Risk Management
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.08% | 1.18% |
| Sharp | 0.41% | -0.49% |
| Beta | 1.46% | 2.28% |
| Alpha | -0.96% | 3.99% |
Fund Managers
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Name | Jalpan Shah | Dwijendra Srivastava |
| Total AUM | ₹16521 Cr | ₹14140 Cr |
| Funds Managed | 6 | 14 |
| HSBC Banking and PSU Debt Fund - Regular Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC Banking and PSU Debt Fund - Regular Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HSBC Banking and PSU Debt Fund - Regular Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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