Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Banking and PSU Debt Fund Regular Plan vs HDFC Banking and PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon HDFC Banking and PSU Debt Fund - Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Sundaram Banking and PSU Fund - Regular Plan - Growth
Fund HDFC Banking and PSU Debt Fund - Growth Option Sundaram Banking and PSU Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹6114 Cr ₹471 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹1000
Launch Date 26 Mar 2014 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 14.32% 18%
Expense Ratio 0.79 0.41
Manager Anil Bamboli Dwijendra Srivastava
ISIN Code INF179KA1JC4 INF903J01IN3
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Sundaram Banking and PSU Fund - Regular Plan - Growth
1 Month -0.01% 0.19%
6 Month 4.95% 4.99%
1 Year 9.1% 9.31%
3 Year 7.53% 7.56%
5 Year 6.22% 5.64%

SIP Return Analysis

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Sundaram Banking and PSU Fund - Regular Plan - Growth
6 Month 2.28% 2.33%
1 Year 9.07% 9.23%
3 Year 8.13% 8.23%
5 Year 6.92% 6.8%

Rolling Lumpsum Returns

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Sundaram Banking and PSU Fund - Regular Plan - Growth
1 Year 7.66% 7.94%
3 Year 7.55% 7.61%
5 Year 7.14% 7.77%

Risk Management

Scheme Name HDFC Banking and PSU Debt Fund - Growth Option Sundaram Banking and PSU Fund - Regular Plan - Growth
Standard Deviation 1.03% 1.18%
Sharp 0.85% -0.49%
Beta 1.10% 2.28%
Alpha -0.23% 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 HDFC Banking and PSU Debt Fund - Growth Option Sundaram Banking and PSU Fund - Regular Plan - Growth
Name Anil Bamboli Dwijendra Srivastava
Total AUM ₹135442 Cr ₹14140 Cr
Funds Managed 12 14
HDFC Banking and PSU Debt Fund - Growth Option Sundaram Banking and PSU Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Banking and PSU Debt Fund - Growth Option

Sundaram Banking and PSU Fund - Regular Plan - Growth

Others 100 100.01

Sector Allocation

Scheme Name

HDFC Banking and PSU Debt Fund - Growth Option

Sundaram Banking and PSU Fund - Regular Plan - Growth

Others 100 100.01

Top Comparisons

Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth

3Y Returns0%

VS

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns20.28%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns26.8%

VS

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

3Y Returns21.33%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns25.9%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns26.88%

Compare Now

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns20.28%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns17.08%

Compare Now
Add to Cart Successfully