Edelweiss Banking and PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹271 Cr ₹335 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹1000
Launch Date 13 Sep 2013 30 Dec 2004
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt Total Return Index Nifty Banking and PSU Debt Index A-II
Turn Over 27% 18%
Expense Ratio 0.7 0.41
Manager Dhawal Dalal Dwijendra Srivastava
ISIN Code INF843K01FK1 INF903J01IN3
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.6% 0.62%
6 Month 3.96% 3.95%
1 Year 8.17% 8.02%
3 Year 6.03% 6.03%
5 Year 6.87% 5.63%

SIP Return Analysis

Scheme Name Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 7.54% 7.52%
3 Year 7.09% 7.02%
5 Year 6.31% 5.94%

Rolling Lumpsum Returns

Scheme Name Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 7.62% 7.91%
3 Year 7.67% 7.64%
5 Year 7.99% 7.8%

Risk Management

Scheme Name Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 2.24% 1.18%
Sharp -0.12% -0.49%
Beta 2.94% 2.28%
Alpha 5.62% 3.99%

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 Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Dhawal Dalal Dwijendra Srivastava
Total AUM ₹25974 Cr ₹14140 Cr
Fund Manage 12 14
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 3.94 100
Sovereign 14.28 -
Financial 32.65 -
Energy 32.21 -
Consumer Staples 8.62 -
Services 8.3 -

Top Comparisons

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns13.18%

VS

HSBC Managed Solutions - Growth - Growth HSBC Managed Solutions - Growth - Growth

3Y Returns11.32%

Compare Now

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns22.15%

VS

ICICI Prudential ESG Exclusionary Strategy Fund - Growth ICICI Prudential ESG Exclusionary Strategy Fund - Growth

3Y Returns15.67%

Compare Now

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

Compare Now

HDFC Asset Allocator Fund of Funds - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option

3Y Returns13.72%

VS

HSBC Managed Solutions - Moderate - Growth HSBC Managed Solutions - Moderate - Growth

3Y Returns10.12%

Compare Now
Request call back
Add to Cart Successfully