- 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
Tata Banking & PSU Debt Fund vs HDFC Banking and PSU Debt Fund compare
HDFC Banking and PSU Debt Fund - Growth Option
Tata Banking & PSU Debt Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Banking and PSU Debt Fund - Growth Option | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹5835 Cr | ₹208 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 26 Mar 2014 | 10 Oct 2019 |
| Category | Banking and PSU | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Total Return Index | CRISIL Banking and PSU Debt |
| Turn Over | 14.32% | 10% |
| Expense Ratio | 0.79 | 0.72 |
| Manager | Anil Bamboli | Amit Somani |
| ISIN Code | INF179KA1JC4 | INF277K011X2 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.05% | - |
| 6 Month | 2.28% | - |
| 1 Year | 7.4% | - |
| 3 Year | 7.38% | - |
| 5 Year | 5.83% | - |
SIP Return Analysis
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.18% | - |
| 1 Year | 6.33% | - |
| 3 Year | 7.4% | - |
| 5 Year | 6.77% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.83% | - |
| 3 Year | 7.54% | - |
| 5 Year | 7.08% | - |
Risk Management
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 1.14% | 1.14% |
| Sharp | 0.69% | -0.41% |
| Beta | 1.08% | 2.09% |
| Alpha | 0.03% | 3.71% |
Fund Managers
| Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Name | Anil Bamboli | Amit Somani |
| Total AUM | ₹135442 Cr | ₹43127 Cr |
| Funds Managed | 12 | 7 |
| HDFC Banking and PSU Debt Fund - Growth Option | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HDFC Banking and PSU Debt Fund - Growth Option |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Banking and PSU Debt Fund - Growth Option |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 24.83 |
| Financial | - | 65.33 |
| Energy | - | 9.84 |
Top Comparisons
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns18.06%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns21.09%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns14.69%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns11.48%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns19.09%
Tata Quant Fund-Regular Plan-Growth
3Y Returns%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns14.52%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns12.94%
