Sundaram Banking and PSU Debt Fund Regular Plan vs Aditya Birla Sun Life Banking & PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Invest Now

tortoise-icon Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹9507 Cr ₹335 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 02 May 2008 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 0.0% 18%
Expense Ratio 0.73 0.41
Manager Harshil Suvarnkar Dwijendra Srivastava
ISIN Code INF209K01LV0 INF903J01IN3
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.58% 0.65%
6 Month 3.82% 3.96%
1 Year 7.86% 8%
3 Year 6.22% 6.05%
5 Year 6.49% 5.63%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 7.4% 7.52%
3 Year 7.02% 7.02%
5 Year 6.29% 5.94%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 8.25% 7.91%
3 Year 8.84% 7.64%
5 Year 9.07% 7.8%

Risk Management

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 0.96% 1.18%
Sharp -0.14% -0.49%
Beta 1.81% 2.28%
Alpha 3.5% 3.99%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Harshil Suvarnkar Dwijendra Srivastava
Total AUM ₹55823 Cr ₹14140 Cr
Fund Manage 13 14
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 99.93 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 99.93 100

Top Comparisons

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

3Y Returns0%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns7.97%

Compare Now

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns28.05%

VS

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns20.39%

Compare Now

Invesco India GILT Fund - Growth Invesco India GILT Fund - Growth

3Y Returns6.7%

VS

Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option

3Y Returns6.4%

Compare Now

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns25.44%

VS

Mirae Asset Midcap Fund - Regular Plan-Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option

3Y Returns16.56%

Compare Now
Request call back
Add to Cart Successfully