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BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs Sundaram Banking and PSU Debt Fund Regular Plan compare
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Fund | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹115 Cr | ₹336 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Nov 2023 | 30 Dec 2004 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Financials Bond Index | Nifty Banking and PSU Debt Index A-II |
| Turn Over | % | 18% |
| Expense Ratio | 0.89 | 0.42 |
| Manager | Siddharth Chaudhary | Dwijendra Srivastava |
| ISIN Code | INF0QA701557 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.76% | 1.76% |
| 6 Month | 4.06% | 4.22% |
| 1 Year | 8.4% | 8.79% |
| 3 Year | - | 6.51% |
| 5 Year | - | 5.84% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.53% | 2.53% |
| 1 Year | 8.45% | 8.6% |
| 3 Year | - | 7.7% |
| 5 Year | - | 6.34% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.76% | 7.93% |
| 3 Year | - | 7.63% |
| 5 Year | - | 7.78% |
Risk Management
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 1.18% |
| Sharp | - | -0.49% |
| Beta | - | 2.28% |
| Alpha | - | 3.99% |
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Fund Managers
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Dwijendra Srivastava |
| Total AUM | ₹7136 Cr | ₹14140 Cr |
| Funds Managed | 8 | 14 |
| BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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