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BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs Edelweiss Banking and PSU Debt Fund compare
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate Risk | Low to Moderate |
| Asset Size (Cr) | ₹115 Cr | ₹271 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 13 Nov 2023 | 13 Sep 2013 |
| 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 | % | 27% |
| Expense Ratio | 0.89 | 0.7 |
| Manager | Siddharth Chaudhary | Dhawal Dalal |
| ISIN Code | INF0QA701557 | INF843K01FK1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.53% | 0.63% |
| 6 Month | 3.52% | 3.75% |
| 1 Year | 7.38% | 7.75% |
| 3 Year | - | 5.93% |
| 5 Year | - | 6.43% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.32% | 7.61% |
| 3 Year | - | 7.23% |
| 5 Year | - | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.84% | 7.66% |
| 3 Year | - | 7.55% |
| 5 Year | - | 7.95% |
Risk Management
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 2.079% |
| Sharp | - | -0.102% |
| Beta | - | 1.898% |
| Alpha | - | -0.218% |
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Fund Managers
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Siddharth Chaudhary | Dhawal Dalal |
| Total AUM | ₹7136 Cr | ₹25974 Cr |
| Fund Manage | 8 | 12 |
| BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 3.94 |
| Sovereign | - | 14.28 |
| Financial | - | 32.65 |
| Energy | - | 32.21 |
| Consumer Staples | - | 8.62 |
| Services | - | 8.3 |
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