SBI Banking & PSU Fund vs Edelweiss Banking and PSU Debt Fund compare
SBI Banking & PSU Fund - Regular Paln - Growth
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Banking & PSU Fund - Regular Paln - Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹4213 Cr | ₹476 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Oct 2009 | 13 Sep 2013 |
| 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% | 27% |
| Expense Ratio | 0.81 | 0.7 |
| Manager | Pradeep Kesavan | Dhawal Dalal |
| ISIN Code | INF200K01U41 | INF843K01FK1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | - | 0.12% |
| 6 Month | 2.17% | 1.89% |
| 1 Year | 7.32% | 7.26% |
| 3 Year | 7.19% | 7.27% |
| 5 Year | 5.39% | 5.82% |
SIP Return Analysis
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.21% | 1.09% |
| 1 Year | 6.46% | 6.15% |
| 3 Year | 7.38% | 7.4% |
| 5 Year | 6.61% | 6.8% |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.97% | 7.75% |
| 3 Year | 7.92% | 7.58% |
| 5 Year | 8.12% | 7.87% |
Risk Management
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.16% | 1.55% |
| Sharp | -0.59% | 0.47% |
| Beta | 2.24% | 1.40% |
| Alpha | 3.81% | -0.25% |
Fund Managers
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Dhawal Dalal |
| Total AUM | ₹434274 Cr | ₹25974 Cr |
| Funds Managed | 43 | 12 |
| SBI Banking & PSU Fund - Regular Paln - Growth | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Banking & PSU Fund - Regular Paln - Growth |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Banking & PSU Fund - Regular Paln - Growth |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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