Axis Banking & PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare

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

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tortoise-icon Sundaram Banking and PSU Debt Fund Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Axis Banking & PSU Debt Fund - Regular Plan - Growth option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund Axis Banking & PSU Debt Fund - Regular Plan - Growth option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹13283 Cr ₹328 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jun 2012 30 Dec 2004
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt Total Return Index Nifty Banking and PSU Debt Index A-II
Turn Over % 18%
Expense Ratio 0.63% (As on 30-08-2024) 0.41
Manager Hardik Shah Dwijendra Srivastava
ISIN Code INF846K01CB0 INF903J01IN3
Exits Load 0.25% if redeemed/switched out within 1 month from date of allotment W.e.f 12./11/2012 NIL if redeemed/switched out from date of allotment W.e.f 14/07/2014/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Axis Banking & PSU Debt Fund - Regular Plan - Growth option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.74% 0.77%
6 Month 4.07% 4.6%
1 Year 7.73% 8.39%
3 Year 5.7% 5.69%
5 Year 6.21% 5.74%

SIP Return Analysis

Scheme Name Axis Banking & PSU Debt Fund - Regular Plan - Growth option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 3.14% 3.31%
3 Year 8.99% 9.16%
5 Year 14.93% 14.17%

Rolling Lumpsum Returns

Scheme Name Axis Banking & PSU Debt Fund - Regular Plan - Growth option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 5.33% 4.83%
3 Year 12.11% 11.3%
5 Year 15.28% 14.55%

Risk Management

Scheme Name Axis Banking & PSU Debt Fund - Regular Plan - Growth option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 0.87% 1.18%
Sharp -0.4% -0.49%
Beta 1.63% 2.28%
Alpha 2.92% 3.99%

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Fund Managers

Scheme Name Axis Banking & PSU Debt Fund - Regular Plan - Growth option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Hardik Shah Dwijendra Srivastava
Total AUM ₹0 Cr ₹14140 Cr
Fund Manage 12 14
Axis Banking & PSU Debt Fund - Regular Plan - Growth option Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

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

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 99.98 100

Sector Allocation

Scheme Name

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

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 4.13 3.07
Sovereign 11.55 21.53
Construction 0.36 -
Financial 81.72 63.26
Energy 2.22 12.14

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