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) | ₹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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