BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs Nippon India Banking & PSU Debt Fund compare
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
Chart Comparison
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 | Moderate | Moderate |
Asset Size (Cr) | ₹115 Cr | ₹5721 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Nov 2023 | 15 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 | 0.76 |
Manager | Siddharth Chaudhary | Vivek Sharma |
ISIN Code | INF0QA701557 | INF204KA1T56 |
Exits Load | Data not available./365 | Data not available./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 | 2.24% | 2.26% |
6 Month | 4.56% | 4.74% |
1 Year | 9.42% | 9.41% |
3 Year | - | 6.98% |
5 Year | - | 6.64% |
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 | 3.13% | 3.21% |
1 Year | 10.21% | 10.32% |
3 Year | - | 8.24% |
5 Year | - | 6.86% |
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 | 7.76% | 7.09% |
3 Year | - | 7.45% |
5 Year | - | 7.21% |
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 | - | 1.154% |
Sharp | - | -0.419% |
Beta | - | 0.95% |
Alpha | - | -0.367% |
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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 |
Funds Managed | 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 | 100 | 100 |
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