Axis Banking & PSU Debt Fund vs Edelweiss Banking and PSU Debt Fund compare
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Chart Comparison
Overview
Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Fund | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate Risk |
Asset Size (Cr) | ₹271 Cr | ₹12969 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 Sep 2013 | 08 Jun 2012 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Banking and PSU Debt Total Return Index | Nifty Banking & PSU Debt Index A-II |
Turn Over | 27% | % |
Expense Ratio | 0.7 | 0.63 |
Manager | Dhawal Dalal | Hardik Shah |
ISIN Code | INF843K01FK1 | INF846K01CB0 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
1 Month | 0.63% | 0.62% |
6 Month | 3.75% | 3.63% |
1 Year | 7.75% | 7.57% |
3 Year | 5.93% | 6.11% |
5 Year | 6.43% | 5.99% |
SIP Return Analysis
Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
6 Month | - | - |
1 Year | 7.62% | 7.38% |
3 Year | 7.23% | 6.88% |
5 Year | 6.36% | 6.1% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
1 Year | 7.66% | 7.93% |
3 Year | 7.55% | 8.13% |
5 Year | 7.95% | 8.04% |
Risk Management
Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Standard Deviation | 2.079% | 0.87% |
Sharp | -0.102% | -0.4% |
Beta | 1.898% | 1.63% |
Alpha | -0.218% | 2.92% |
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Fund Managers
Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Name | Dhawal Dalal | Hardik Shah |
Total AUM | ₹25974 Cr | ₹0 Cr |
Fund Manage | 12 | 12 |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Market Cap
Scheme Name |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Others | 100 | 100.03 |
Sector Allocation
Scheme Name |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Others | 3.94 | 100.03 |
Sovereign | 14.28 | - |
Financial | 32.65 | - |
Energy | 32.21 | - |
Consumer Staples | 8.62 | - |
Services | 8.3 | - |
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