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LIC MF Banking & PSU Debt Fund vs Tata Banking & PSU Debt Fund compare
Tata Banking & PSU Debt Fund-Regular Plan-Growth
LIC MF Banking & PSU Debt Fund-Growth
LIC MF Banking & PSU Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Tata Banking & PSU Debt Fund-Regular Plan-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) | ₹208 Cr | ₹1868 Cr | ₹1868 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 10 Oct 2019 | 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 | CRISIL Banking and PSU Debt | NIFTY Banking and PSU Debt TRI | NIFTY Banking and PSU Debt TRI |
| Turn Over | 10% | % | 16% |
| Expense Ratio | 0.72 | 0.78 | 0.78 |
| Manager | Amit Somani | Marzban Irani | Marzban Irani |
| ISIN Code | INF277K011X2 | INF767K01535 | INF767K01535 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.66% | 1.56% | 1.56% |
| 6 Month | 3.73% | 4.91% | 4.91% |
| 1 Year | 6.49% | 9.46% | 9.46% |
| 3 Year | 4.96% | 6.84% | 6.84% |
| 5 Year | - | 5.98% | 5.98% |
SIP Return Analysis
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | - | 3.24% | 3.24% |
| 1 Year | 1.75% | 10.37% | 10.37% |
| 3 Year | 4.21% | 8.15% | 8.15% |
| 5 Year | 4.38% | 6.62% | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 5.75% | 7.39% | 7.39% |
| 3 Year | 4.96% | 7.22% | 7.22% |
| 5 Year | 5.56% | 7.38% | 7.38% |
Risk Management
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 1.14% | 1.02% | 1.02% |
| Sharp | -0.41% | -0.64% | -0.64% |
| Beta | 2.09% | 2% | 2% |
| Alpha | 3.71% | 3.36% | 3.36% |
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Fund Managers
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Amit Somani | Marzban Irani | Marzban Irani |
| Total AUM | ₹43127 Cr | ₹1914 Cr | ₹1914 Cr |
| Funds Managed | 7 | 6 | 6 |
| Tata Banking & PSU Debt Fund-Regular Plan-Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 24.83 | 100 | 100 |
| Financial | 65.33 | - | - |
| Energy | 9.84 | - | - |
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