- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Banking & PSU Fund vs Tata Banking & PSU Debt Fund compare
SBI Banking & PSU Fund - Regular Paln - Growth
Tata Banking & PSU Debt Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Banking & PSU Fund - Regular Paln - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹4228 Cr | ₹208 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Oct 2009 | 10 Oct 2019 |
| Category | PSU Themes | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Total Return Index | CRISIL Banking and PSU Debt |
| Turn Over | 24% | 10% |
| Expense Ratio | 0.81 | 0.72 |
| Manager | Pradeep Kesavan | Amit Somani |
| ISIN Code | INF200K01U41 | INF277K011X2 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.36% | - |
| 6 Month | 2.63% | - |
| 1 Year | 8.03% | - |
| 3 Year | 7.4% | - |
| 5 Year | 5.51% | - |
SIP Return Analysis
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.51% | - |
| 1 Year | 7.42% | - |
| 3 Year | 7.67% | - |
| 5 Year | 6.72% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.96% | - |
| 3 Year | 7.93% | - |
| 5 Year | 8.12% | - |
Risk Management
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 1.16% | 1.14% |
| Sharp | 0.62% | -0.41% |
| Beta | 1.09% | 2.09% |
| Alpha | -0.11% | 3.71% |
Fund Managers
| Scheme Name | SBI Banking & PSU Fund - Regular Paln - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Amit Somani |
| Total AUM | ₹434274 Cr | ₹43127 Cr |
| Funds Managed | 43 | 7 |
| SBI Banking & PSU Fund - Regular Paln - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Banking & PSU Fund - Regular Paln - Growth |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Banking & PSU Fund - Regular Paln - Growth |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 24.83 |
| Financial | - | 65.33 |
| Energy | - | 9.84 |
Top Comparisons
HSBC Medium to Long Duration Fund - Regular Growth
3Y Returns6.37%
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns7.04%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.32%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.37%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns21.09%
DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth
3Y Returns10.33%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns7.02%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns7.18%
