Sundaram Banking and PSU Debt Fund Regular Plan vs ICICI Prudential Banking and PSU Debt Fund compare
ICICI Prudential Banking and PSU Debt Fund - Growth
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Banking and PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ICICI Prudential Banking and PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹9721 Cr | ₹377 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Jan 2010 | 30 Dec 2004 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | Nifty Banking and PSU Debt Index A-II |
| Turn Over | 0.0% | 18% |
| Expense Ratio | 0.74 | 0.41 |
| Manager | Chandni Gupta | Dwijendra Srivastava |
| ISIN Code | INF109K01RT3 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Banking and PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.2% | -0.01% |
| 6 Month | 2.71% | 2.36% |
| 1 Year | 7.63% | 7.51% |
| 3 Year | 7.56% | 7.38% |
| 5 Year | 6.24% | 5.6% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Banking and PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.34% | 1.08% |
| 1 Year | 6.49% | 6.05% |
| 3 Year | 7.53% | 7.44% |
| 5 Year | 7.08% | 6.72% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Banking and PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.36% | 7.96% |
| 3 Year | 8.1% | 7.6% |
| 5 Year | 8.49% | 7.7% |
Risk Management
| Scheme Name | ICICI Prudential Banking and PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.95% | 1.18% |
| Sharp | 0.45% | -0.49% |
| Beta | 1.4% | 2.28% |
| Alpha | 3.24% | 3.99% |
Fund Managers
| Scheme Name | ICICI Prudential Banking and PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Name | Chandni Gupta | Dwijendra Srivastava |
| Total AUM | ₹22428 Cr | ₹14140 Cr |
| Funds Managed | 8 | 14 |
| ICICI Prudential Banking and PSU Debt Fund - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Banking and PSU Debt Fund - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ICICI Prudential Banking and PSU Debt Fund - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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