SBI Banking & PSU Fund vs Axis Banking & PSU Debt Fund compare
SBI Banking & PSU Fund - Regular Paln - Growth
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Chart Comparison
Overview
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Fund | SBI Banking & PSU Fund - Regular Paln - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹4073 Cr | ₹13056 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Oct 2009 | 08 Jun 2012 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Total Return Index | Nifty Banking & PSU Debt Index A-II |
| Turn Over | 24% | % |
| Expense Ratio | 0.81 | 0.63 |
| Manager | Pradeep Kesavan | Hardik Shah |
| ISIN Code | INF200K01U41 | INF846K01CB0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Month | 0.77% | 0.7% |
| 6 Month | 2.95% | 3.03% |
| 1 Year | 7.94% | 7.95% |
| 3 Year | 7.46% | 7.36% |
| 5 Year | 5.54% | 5.8% |
SIP Return Analysis
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 6 Month | 1.39% | 1.41% |
| 1 Year | 7.58% | 7.52% |
| 3 Year | 7.7% | 7.63% |
| 5 Year | 6.69% | 6.77% |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Year | 7.96% | 7.96% |
| 3 Year | 7.94% | 8% |
| 5 Year | 8.13% | 7.95% |
Risk Management
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Standard Deviation | 1.16% | 0.87% |
| Sharp | 0.48% | -0.4% |
| Beta | 1.57% | 1.63% |
| Alpha | -0.94% | 2.92% |
Fund Managers
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Name | Pradeep Kesavan | Hardik Shah |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 12 |
| SBI Banking & PSU Fund - Regular Paln - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Market Cap
| Scheme Name |
SBI Banking & PSU Fund - Regular Paln - Growth |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Banking & PSU Fund - Regular Paln - Growth |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
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