- 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 Nippon India Banking & PSU Debt Fund compare
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹5582 Cr | ₹377 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 15 May 2015 | 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 | 24% | 18% |
| Expense Ratio | 0.76 | 0.41 |
| Manager | Vivek Sharma | Dwijendra Srivastava |
| ISIN Code | INF204KA1T56 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.01% | 0.11% |
| 6 Month | 1.94% | 2.34% |
| 1 Year | 7.2% | 7.5% |
| 3 Year | 7.28% | 7.42% |
| 5 Year | 5.77% | 5.63% |
SIP Return Analysis
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.02% | 1.15% |
| 1 Year | 6.02% | 6.36% |
| 3 Year | 7.31% | 7.51% |
| 5 Year | 6.71% | 6.74% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.45% | 7.96% |
| 3 Year | 7.45% | 7.6% |
| 5 Year | 7.03% | 7.7% |
Risk Management
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.15% | 1.18% |
| Sharp | -0.22% | -0.49% |
| Beta | 2.14% | 2.28% |
| Alpha | 4.03% | 3.99% |
Fund Managers
| Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vivek Sharma | Dwijendra Srivastava |
| Total AUM | ₹39796 Cr | ₹14140 Cr |
| Funds Managed | 12 | 14 |
| Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Franklin India Opportunities Fund - Growth
3Y Returns28.14%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.26%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns19%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Tata Children's Fund - Regular Plan - Growth Option
3Y Returns12.06%
LIC MF Children's Gift Fund-Growth
3Y Returns10.18%
Nippon India Gilt Fund - Growth Plan - Growth Option
3Y Returns6.31%
Canara Robeco Gilt Fund - Regular Plan - Growth Option
3Y Returns6.16%
