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) | ₹3948 Cr | ₹377 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 | -0.27% | -0.14% |
| 6 Month | 1.3% | 1.85% |
| 1 Year | 5.9% | 6.77% |
| 3 Year | 7.11% | 7.23% |
| 5 Year | 5.67% | 5.58% |
SIP Return Analysis
| Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.49% | 0.74% |
| 1 Year | 3.61% | 4.7% |
| 3 Year | 6.61% | 7.02% |
| 5 Year | 6.38% | 6.54% |
Rolling Lumpsum Returns
| Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.94% | 7.95% |
| 3 Year | 7.47% | 7.6% |
| 5 Year | 6.99% | 7.7% |
Risk Management
| Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.2% | 1.18% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 |
Sector Allocation
| Scheme Name |
DSP Banking & PSU Debt Fund - Regular Plan - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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