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SBI Banking & PSU Fund vs Aditya Birla Sun Life Banking & PSU Debt Fund compare

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tortoise-icon SBI Banking & PSU Fund - Regular Paln - Growth

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tortoise-icon Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

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Chart Comparison

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

Overview

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Fund SBI Banking & PSU Fund - Regular Paln - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹4065 Cr ₹9139 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Oct 2009 02 May 2008
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 Total Return Index
Turn Over 24% 0.0%
Expense Ratio 0.81 0.73
Manager Pradeep Kesavan Harshil Suvarnkar
ISIN Code INF200K01U41 INF209K01LV0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
1 Month 0.23% 0.18%
6 Month 4.47% 4.3%
1 Year 7.71% 7.62%
3 Year 7.19% 7.27%
5 Year 5.67% 6.1%

SIP Return Analysis

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
6 Month 1.16% 1.08%
1 Year 7.37% 7.12%
3 Year 7.59% 7.63%
5 Year 6.54% 6.78%

Rolling Lumpsum Returns

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
1 Year 7.96% 8.25%
3 Year 7.97% 8.72%
5 Year 8.14% 9.03%

Risk Management

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Standard Deviation 1.20% 1.17%
Sharp 0.30% 0.41%
Beta 1.37% 1.28%
Alpha -0.64% -0.48%

Fund Managers

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Name Pradeep Kesavan Harshil Suvarnkar
Total AUM ₹434274 Cr ₹55823 Cr
Funds Managed 43 13
SBI Banking & PSU Fund - Regular Paln - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Market Cap

Scheme Name

SBI Banking & PSU Fund - Regular Paln - Growth

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Banking & PSU Fund - Regular Paln - Growth

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Others 100 100

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