Axis Banking & PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Chart Comparison
| 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 |
| Scheme Name | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.4% | 0.31% |
| 6 Month | 3.96% | 4.29% |
| 1 Year | 7.49% | 8.06% |
| 3 Year | 5.75% | 5.71% |
| 5 Year | 6.06% | 5.6% |
| Scheme Name | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.72% | 8.35% |
| 3 Year | 6.69% | 7.03% |
| 5 Year | 6% | 5.93% |
| Scheme Name | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.95% | 7.91% |
| 3 Year | 8.18% | 7.64% |
| 5 Year | 8.07% | 7.8% |
| 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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| 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 |
| Scheme Name |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 99.98 | 100 |
| 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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