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SBI Banking & PSU Fund vs Aditya Birla Sun Life Banking & PSU Debt Fund compare
SBI Banking & PSU Fund - Regular Paln - Growth
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Chart Comparison
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) | ₹4213 Cr | ₹9235 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 | - | 0.04% |
| 6 Month | 2.23% | 2.27% |
| 1 Year | 7.52% | 7.39% |
| 3 Year | 7.21% | 7.35% |
| 5 Year | 5.41% | 5.86% |
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 | 0.98% | 0.97% |
| 1 Year | 5.81% | 5.68% |
| 3 Year | 7.21% | 7.24% |
| 5 Year | 6.53% | 6.74% |
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% | 8.14% |
| 3 Year | 7.91% | 8.62% |
| 5 Year | 8.12% | 9% |
Risk Management
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 1.16% | 0.96% |
| Sharp | -0.59% | -0.14% |
| Beta | 2.24% | 1.81% |
| Alpha | 3.81% | 3.5% |
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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