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) | ₹4704 Cr | ₹400 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 | 0.95% | 0.85% |
6 Month | 2.96% | 3.5% |
1 Year | 7.31% | 8.03% |
3 Year | 7.69% | 7.76% |
5 Year | 5.82% | 5.65% |
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% | 1.46% |
1 Year | 7.08% | 7.8% |
3 Year | 7.8% | 7.95% |
5 Year | 6.87% | 6.86% |
Rolling Lumpsum Returns
Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.02% | 7.97% |
3 Year | 7.46% | 7.6% |
5 Year | 7.03% | 7.75% |
Risk Management
Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.56% | 1.18% |
Sharp | 0.45% | -0.49% |
Beta | 1.84% | 2.28% |
Alpha | -1.06% | 3.99% |
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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