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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 | ₹471 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 | 0.66% | -0.05% |
| 6 Month | 3.73% | 4.39% |
| 1 Year | 6.49% | 8.01% |
| 3 Year | 4.96% | 7.26% |
| 5 Year | - | 5.55% |
SIP Return Analysis
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | 1.31% |
| 1 Year | 1.75% | 7.64% |
| 3 Year | 4.21% | 7.86% |
| 5 Year | 4.38% | 6.7% |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.75% | 7.95% |
| 3 Year | 4.96% | 7.61% |
| 5 Year | 5.56% | 7.76% |
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 | - |
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