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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 Debt Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Fund | SBI Banking & PSU Fund - Regular Paln - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹3787 Cr | ₹336 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 | 0.42 |
| 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 Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.49% | 1.48% |
| 6 Month | 4.84% | 4.9% |
| 1 Year | 9.31% | 9.61% |
| 3 Year | 6.73% | 7.03% |
| 5 Year | 6.23% | 5.98% |
SIP Return Analysis
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.16% | 3.11% |
| 1 Year | 10.16% | 10.28% |
| 3 Year | 8.07% | 8.31% |
| 5 Year | 6.58% | 6.72% |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.93% | 7.93% |
| 3 Year | 8.08% | 7.63% |
| 5 Year | 8.16% | 7.78% |
Risk Management
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.127% | 1.18% |
| Sharp | -0.647% | -0.49% |
| Beta | 0.908% | 2.28% |
| Alpha | -0.58% | 3.99% |
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Fund Managers
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Sundaram Banking and PSU Debt 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 Debt Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Banking & PSU Fund - Regular Paln - Growth |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Banking & PSU Fund - Regular Paln - Growth |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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