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) | ₹5532 Cr | ₹471 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 | 0.12% | 0.34% |
6 Month | 4.37% | 4.52% |
1 Year | 7.57% | 7.89% |
3 Year | 7.26% | 7.41% |
5 Year | 5.97% | 5.6% |
SIP Return Analysis
Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.99% | 1.24% |
1 Year | 7.09% | 7.51% |
3 Year | 7.61% | 7.82% |
5 Year | 6.71% | 6.72% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.29% | 7.95% |
3 Year | 7.44% | 7.61% |
5 Year | 7.09% | 7.76% |
Risk Management
Scheme Name | Nippon India Banking & PSU Fund - Growth Plan - Growth Option | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.31% | 1.18% |
Sharp | 0.34% | -0.49% |
Beta | 1.49% | 2.28% |
Alpha | -0.65% | 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 |
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