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SBI Banking & PSU Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
SBI Banking & PSU Fund - Regular Paln - Growth
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Banking & PSU Fund - Regular Paln - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹4073 Cr | ₹400 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Oct 2009 | 30 Dec 2004 |
| 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 Index A-II |
| Turn Over | 24% | 18% |
| Expense Ratio | 0.81 | 0.41 |
| Manager | Pradeep Kesavan | Dwijendra Srivastava |
| ISIN Code | INF200K01U41 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.82% | 0.77% |
| 6 Month | 2.98% | 2.99% |
| 1 Year | 8.03% | 8.09% |
| 3 Year | 7.51% | 7.72% |
| 5 Year | 5.55% | 5.65% |
SIP Return Analysis
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.52% | 1.53% |
| 1 Year | 7.89% | 7.9% |
| 3 Year | 7.8% | 7.98% |
| 5 Year | 6.74% | 6.9% |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.96% | 7.97% |
| 3 Year | 7.94% | 7.6% |
| 5 Year | 8.13% | 7.75% |
Risk Management
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.16% | 1.18% |
| Sharp | 0.48% | -0.49% |
| Beta | 1.57% | 2.28% |
| Alpha | -0.94% | 3.99% |
Fund Managers
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Dwijendra Srivastava |
| Total AUM | ₹434274 Cr | ₹14140 Cr |
| Funds Managed | 43 | 14 |
| SBI Banking & PSU Fund - Regular Paln - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Banking & PSU Fund - Regular Paln - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Banking & PSU Fund - Regular Paln - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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