Sundaram Banking and PSU Debt Fund Regular Plan vs Tata Banking & PSU Debt Fund compare
Tata Banking & PSU Debt Fund-Regular Plan-Growth
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
Fund | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹208 Cr | ₹400 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Oct 2019 | 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 | 10% | 18% |
Expense Ratio | 0.72 | 0.41 |
Manager | Amit Somani | Dwijendra Srivastava |
ISIN Code | INF277K011X2 | INF903J01IN3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
1 Month | - | 0.86% |
6 Month | - | 3.3% |
1 Year | - | 8.06% |
3 Year | - | 7.75% |
5 Year | - | 5.66% |
SIP Return Analysis
Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | 1.53% |
1 Year | - | 7.9% |
3 Year | - | 7.98% |
5 Year | - | 6.9% |
Rolling Lumpsum Returns
Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
1 Year | - | 7.97% |
3 Year | - | 7.6% |
5 Year | - | 7.75% |
Risk Management
Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.14% | 1.18% |
Sharp | -0.41% | -0.49% |
Beta | 2.09% | 2.28% |
Alpha | 3.71% | 3.99% |
Fund Managers
Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
Name | Amit Somani | Dwijendra Srivastava |
Total AUM | ₹43127 Cr | ₹14140 Cr |
Funds Managed | 7 | 14 |
Tata Banking & PSU Debt Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|
Others | 24.83 | 100 |
Financial | 65.33 | - |
Energy | 9.84 | - |
Top Comparisons
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.75%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.75%
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns26.06%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns24.91%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns10.2%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns10.84%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.34%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.34%