Sundaram Banking and PSU Debt Fund Regular Plan vs Mirae Asset Banking and PSU Fund Regular Growth Plan compare
Mirae Asset Banking and PSU Fund Regular Growth Plan
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mirae Asset Banking and PSU Fund Regular Growth Plan | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹46 Cr | ₹400 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Jul 2020 | 30 Dec 2004 |
| Category | PSU Themes | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt A-II Index | Nifty Banking and PSU Debt Index A-II |
| Turn Over | 2293% | 18% |
| Expense Ratio | 0.81 | 0.41 |
| Manager | Basant Bafna | Dwijendra Srivastava |
| ISIN Code | INF769K01FV5 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.5% | 0.52% |
| 6 Month | 2.55% | 3.03% |
| 1 Year | 7.69% | 8.06% |
| 3 Year | 7.28% | 7.67% |
| 5 Year | 5.49% | 5.66% |
SIP Return Analysis
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.15% | 1.39% |
| 1 Year | 6.68% | 7.42% |
| 3 Year | 7.41% | 7.87% |
| 5 Year | 6.55% | 6.89% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.13% | 7.97% |
| 3 Year | 5.06% | 7.6% |
| 5 Year | 5.5% | 7.75% |
Risk Management
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.18% | 1.18% |
| Sharp | -0.56% | -0.49% |
| Beta | 2.2% | 2.28% |
| Alpha | 3.75% | 3.99% |
Fund Managers
| Scheme Name | Mirae Asset Banking and PSU Fund Regular Growth Plan | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Name | Basant Bafna | Dwijendra Srivastava |
| Total AUM | ₹1022 Cr | ₹14140 Cr |
| Funds Managed | 4 | 14 |
| Mirae Asset Banking and PSU Fund Regular Growth Plan | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mirae Asset Banking and PSU Fund Regular Growth Plan |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Mirae Asset Banking and PSU Fund Regular Growth Plan |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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