BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs Nippon India Banking & PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

Invest Now

tortoise-icon Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
Fund BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹97 Cr ₹5476 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Nov 2023 10 May 2015
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 % 24%
Expense Ratio 0.89 0.78
Manager Siddharth Chaudhary Vivek Sharma
ISIN Code INF0QA701557 INF204KA1T56
Exits Load /365 Nil/365

Trailing Lumpsum Returns

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
1 Month 0.42% 0.46%
6 Month 4.22% 4.12%
1 Year 8.1% 7.93%
3 Year - 5.75%
5 Year - 6.36%

SIP Return Analysis

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
6 Month - -
1 Year - 8.07%
3 Year - 6.93%
5 Year - 6.22%

Rolling Lumpsum Returns

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
1 Year - 6.97%
3 Year - 7.47%
5 Year - 7.25%

Risk Management

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
Standard Deviation - 1.15%
Sharp - -0.22%
Beta - 2.14%
Alpha - 4.03%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
Name Siddharth Chaudhary Vivek Sharma
Total AUM ₹7136 Cr ₹39796 Cr
Fund Manage 8 12
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option

Market Cap

Scheme Name

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option

Others 100 100

Sector Allocation

Scheme Name

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option

Others 9.36 4.93
Sovereign 10.42 19.85
Financial 62.79 61.6
Energy 5.53 6.27
Consumer Staples 6.57 -
Services 5.33 -
Construction - 0.18
Insurance - 2.83
Communication - 4.34

Top Comparisons

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns8.83%

VS

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns7.99%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns15.24%

VS

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns19.41%

Compare Now

ICICI Pru Nifty50 Value 20 Index Fund - Reg (G) ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)

3Y Returns0%

VS

BANDHAN Sterling Value Fund - Regular Plan - Growth BANDHAN Sterling Value Fund - Regular Plan - Growth

3Y Returns17.91%

Compare Now

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns5.9%

VS

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns6.41%

Compare Now
Request call back
Add to Cart Successfully