Sundaram Banking and PSU Debt Fund Regular Plan vs HDFC Banking and PSU Debt Fund compare
HDFC Banking and PSU Debt Fund - Growth Option
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
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% |
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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 |
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