Nippon India Banking & PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹5528 Cr | ₹404 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 15 May 2015 | 30 Dec 2004 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Total Return Index | Nifty Banking and PSU Debt Index A-II |
| Turn Over | 24% | 18% |
| Expense Ratio | 0.76 | 0.41 |
| Manager | Vivek Sharma | Dwijendra Srivastava |
| ISIN Code | INF204KA1T56 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.03% | 0.06% |
| 6 Month | 2.06% | 2.4% |
| 1 Year | 7.29% | 7.5% |
| 3 Year | 7.33% | 7.44% |
| 5 Year | 5.78% | 5.62% |
SIP Return Analysis
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.42% | 1.48% |
| 1 Year | 6.78% | 7.03% |
| 3 Year | 7.63% | 7.79% |
| 5 Year | 6.89% | 6.9% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.46% | 7.97% |
| 3 Year | 7.45% | 7.6% |
| 5 Year | 7.03% | 7.7% |
Risk Management
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.15% | 1.18% |
| Sharp | -0.22% | -0.49% |
| Beta | 2.14% | 2.28% |
| Alpha | 4.03% | 3.99% |
Fund Managers
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vivek Sharma | Dwijendra Srivastava |
| Total AUM | ₹39796 Cr | ₹14140 Cr |
| Funds Managed | 12 | 14 |
| Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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