Sundaram Banking and PSU Debt Fund Regular Plan vs DSP Banking & PSU Debt Fund compare
DSP Banking & PSU Debt Fund - Regular Plan - Growth
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹4211 Cr | ₹404 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Sep 2013 | 30 Dec 2004 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt TRI | Nifty Banking and PSU Debt Index A-II |
| Turn Over | 0.0% | 18% |
| Expense Ratio | 0.72 | 0.41 |
| Manager | Karan Mundhra | Dwijendra Srivastava |
| ISIN Code | INF740K01ZP6 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.41% | 0.53% |
| 6 Month | 1.73% | 2.51% |
| 1 Year | 6.95% | 7.79% |
| 3 Year | 7.46% | 7.56% |
| 5 Year | 5.71% | 5.7% |
SIP Return Analysis
| Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.26% | 1.48% |
| 1 Year | 6.06% | 7.03% |
| 3 Year | 7.49% | 7.79% |
| 5 Year | 6.81% | 6.9% |
Rolling Lumpsum Returns
| Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.98% | 7.97% |
| 3 Year | 7.48% | 7.6% |
| 5 Year | 7% | 7.7% |
Risk Management
| Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.56% | 1.08% |
| Sharp | 0.49% | 0.77% |
| Beta | 1.41% | 0.99% |
| Alpha | -0.22% | 0.14% |
Fund Managers
| Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Name | Karan Mundhra | Dwijendra Srivastava |
| Total AUM | ₹22743 Cr | ₹14140 Cr |
| Funds Managed | 6 | 14 |
| DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP Banking & PSU Debt Fund - Regular Plan - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100.02 |
Sector Allocation
| Scheme Name |
DSP Banking & PSU Debt Fund - Regular Plan - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100.02 |
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