- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹5901 Cr | ₹404 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 | 0.49% | 0.53% |
| 6 Month | 2.31% | 2.51% |
| 1 Year | 7.71% | 7.79% |
| 3 Year | 7.5% | 7.56% |
| 5 Year | 5.88% | 5.7% |
SIP Return Analysis
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.49% | 1.48% |
| 1 Year | 6.91% | 7.03% |
| 3 Year | 7.66% | 7.79% |
| 5 Year | 6.92% | 6.9% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.83% | 7.97% |
| 3 Year | 7.54% | 7.6% |
| 5 Year | 7.08% | 7.7% |
Risk Management
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.14% | 1.18% |
| Sharp | 0.70% | -0.49% |
| Beta | 1.04% | 2.28% |
| Alpha | -0.01% | 3.99% |
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 | 100.02 |
Sector Allocation
| Scheme Name |
HDFC Banking and PSU Debt Fund - Growth Option |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100.02 |
Top Comparisons
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.05%
LIC Nifty Next 50 Index Fund Growth
3Y Returns15.78%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns16.55%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns19.97%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns24.17%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns20.25%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns16.56%
