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Sundaram Banking and PSU Debt Fund Regular Plan vs LIC MF Banking & PSU Debt Fund compare

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tortoise-icon LIC MF Banking & PSU Debt Fund-Growth

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tortoise-icon LIC MF Banking & PSU Fund-Regular Plan-Growth

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

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Chart Comparison

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

Overview

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Fund - Regular Plan - Growth
Fund LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Moderate
Asset Size (Cr) ₹1909 Cr ₹1909 Cr ₹400 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹250
Min Addl Investment ₹500 ₹500 ₹1000
Launch Date 30 May 2007 30 May 2007 30 Dec 2004
Category Banking and PSU Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt TRI NIFTY Banking and PSU Debt TRI Nifty Banking and PSU Debt Index A-II
Turn Over % 16% 18%
Expense Ratio 0.78 0.78 0.41
Manager Marzban Irani Marzban Irani Dwijendra Srivastava
ISIN Code INF767K01535 INF767K01535 INF903J01IN3
Exits Load Data not available./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Fund - Regular Plan - Growth
1 Month 0.6% 0.6% 0.65%
6 Month 2.85% 2.85% 3.04%
1 Year 7.9% 7.9% 8.03%
3 Year 7.44% 7.44% 7.65%
5 Year 5.52% 5.52% 5.64%

SIP Return Analysis

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Fund - Regular Plan - Growth
6 Month 0.67% 0.67% 0.8%
1 Year 5.93% 5.93% 6.06%
3 Year 7.25% 7.25% 7.41%
5 Year 6.45% 6.45% 6.59%

Rolling Lumpsum Returns

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Fund - Regular Plan - Growth
1 Year 7.47% 7.47% 7.97%
3 Year 7.22% 7.22% 7.6%
5 Year 7.36% 7.36% 7.75%

Risk Management

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Fund - Regular Plan - Growth
Standard Deviation 1.02% 1.02% 1.18%
Sharp -0.64% -0.64% -0.49%
Beta 2% 2% 2.28%
Alpha 3.36% 3.36% 3.99%

Fund Managers

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Fund - Regular Plan - Growth
Name Marzban Irani Marzban Irani Dwijendra Srivastava
Total AUM ₹1914 Cr ₹1914 Cr ₹14140 Cr
Funds Managed 6 6 14
LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Fund - Regular Plan - Growth

Market Cap

Scheme Name

LIC MF Banking & PSU Debt Fund-Growth

LIC MF Banking & PSU Fund-Regular Plan-Growth

Sundaram Banking and PSU Fund - Regular Plan - Growth

Others 100 100 100

Sector Allocation

Scheme Name

LIC MF Banking & PSU Debt Fund-Growth

LIC MF Banking & PSU Fund-Regular Plan-Growth

Sundaram Banking and PSU Fund - Regular Plan - Growth

Others 100 100 100

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