Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Banking & PSU Debt Fund vs Axis Banking & PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon Tata Banking & PSU Debt Fund-Regular Plan-Growth

Invest Now

tortoise-icon Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Fund Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹208 Cr ₹12969 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Oct 2019 08 Jun 2012
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark CRISIL Banking and PSU Debt Nifty Banking & PSU Debt Index A-II
Turn Over 10% %
Expense Ratio 0.72 0.63
Manager Amit Somani Hardik Shah
ISIN Code INF277K011X2 INF846K01CB0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Month 0.66% 1.38%
6 Month 3.73% 4.78%
1 Year 6.49% 9.01%
3 Year 4.96% 6.8%
5 Year - 6.39%

SIP Return Analysis

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
6 Month - 2.99%
1 Year 1.75% 9.91%
3 Year 4.21% 7.92%
5 Year 4.38% 6.67%

Rolling Lumpsum Returns

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Year 5.75% 7.93%
3 Year 4.96% 8.13%
5 Year 5.56% 8.04%

Risk Management

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Standard Deviation 1.14% 0.87%
Sharp -0.41% -0.4%
Beta 2.09% 1.63%
Alpha 3.71% 2.92%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Name Amit Somani Hardik Shah
Total AUM ₹43127 Cr ₹0 Cr
Funds Managed 7 12
Tata Banking & PSU Debt Fund-Regular Plan-Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Market Cap

Scheme Name

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Others 100 100

Sector Allocation

Scheme Name

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Others 24.83 100
Financial 65.33 -
Energy 9.84 -

Top Comparisons

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns17.54%

VS

Edelweiss Focused Fund - Regular Plan - Growth Edelweiss Focused Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Kotak Dynamic Bond Fund Regular Plan Growth Kotak Dynamic Bond Fund Regular Plan Growth

3Y Returns7.51%

VS

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.85%

Compare Now

ICICI Prudential Equity Arbitrage Fund - Growth ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns6.75%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns6.75%

Compare Now

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns24.04%

VS

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns16.74%

Compare Now
Add to Cart Successfully