BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs Aditya Birla Sun Life Banking & PSU Debt Fund compare
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
Fund | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹115 Cr | ₹9478 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Nov 2023 | 02 May 2008 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Financials Bond Index | NIFTY Banking and PSU Debt Total Return Index |
Turn Over | % | 0.0% |
Expense Ratio | 0.89 | 0.73 |
Manager | Siddharth Chaudhary | Harshil Suvarnkar |
ISIN Code | INF0QA701557 | INF209K01LV0 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
1 Month | 1.39% | 1.29% |
6 Month | 3.67% | 3.75% |
1 Year | 8.07% | 8.17% |
3 Year | - | 6.56% |
5 Year | - | 6.5% |
SIP Return Analysis
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
6 Month | 2.53% | 2.5% |
1 Year | 8.45% | 8.46% |
3 Year | - | 7.63% |
5 Year | - | 6.59% |
Rolling Lumpsum Returns
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
1 Year | 7.76% | 8.16% |
3 Year | - | 8.81% |
5 Year | - | 9.05% |
Risk Management
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 0.934% |
Sharp | - | -0.295% |
Beta | - | 0.731% |
Alpha | - | -0.189% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
Name | Siddharth Chaudhary | Harshil Suvarnkar |
Total AUM | ₹7136 Cr | ₹55823 Cr |
Funds Managed | 8 | 13 |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Market Cap
Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
HDFC Silver ETF Fund of Fund - Growth Option
3Y Returns0%
Axis Silver Fund of Fund -Regular Plan- Growth Option
3Y Returns0%
PGIM India Liquid Fund - Growth
3Y Returns6.7%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.72%
HDFC Short Term Debt Fund - Growth Option
3Y Returns6.81%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns6.42%
WhiteOak Capital Large Cap Fund Regular Plan Growth
3Y Returns0%
SBI Blue Chip Fund-Regular Plan Growth
3Y Returns11.9%