Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Banking & PSU Debt Fund vs Tata Banking & PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
Fund Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹9478 Cr ₹208 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 02 May 2008 10 Oct 2019
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt Total Return Index CRISIL Banking and PSU Debt
Turn Over 0.0% 10%
Expense Ratio 0.73 0.72
Manager Harshil Suvarnkar Amit Somani
ISIN Code INF209K01LV0 INF277K011X2
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
1 Month 1.44% 0.66%
6 Month 4.87% 3.73%
1 Year 9.5% 6.49%
3 Year 7.06% 4.96%
5 Year 6.75% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
6 Month 3.13% -
1 Year 10.22% 1.75%
3 Year 8.26% 4.21%
5 Year 6.96% 4.38%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
1 Year 8.16% 5.75%
3 Year 8.81% 4.96%
5 Year 9.05% 5.56%

Risk Management

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
Standard Deviation 0.934% 1.14%
Sharp -0.295% -0.41%
Beta 0.731% 2.09%
Alpha -0.189% 3.71%

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 Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
Name Harshil Suvarnkar Amit Somani
Total AUM ₹55823 Cr ₹43127 Cr
Funds Managed 13 7
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Others 100 24.83
Financial - 65.33
Energy - 9.84

Top Comparisons

Nippon India Low Duration Fund- Growth Plan - Growth Option Nippon India Low Duration Fund- Growth Plan - Growth Option

3Y Returns6.63%

VS

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns7.2%

Compare Now

Kotak Emerging Equity Scheme - Growth Kotak Emerging Equity Scheme - Growth

3Y Returns18.42%

VS

UTI Mid Cap Fund-Growth Option UTI Mid Cap Fund-Growth Option

3Y Returns14.7%

Compare Now

ICICI Prudential Floating Interest Fund - Growth ICICI Prudential Floating Interest Fund - Growth

3Y Returns7.49%

VS

Tata Floating Rate Fund-Regular Plan-Growth Tata Floating Rate Fund-Regular Plan-Growth

3Y Returns7.18%

Compare Now

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns27.3%

VS

PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option

3Y Returns9.46%

Compare Now
Add to Cart Successfully