- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Edelweiss Banking and PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Chart Comparison
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 Risk |
| Asset Size (Cr) | ₹271 Cr | ₹336 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 | 0.42 |
| 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 | 0.63% | 0.57% |
| 6 Month | 3.75% | 3.65% |
| 1 Year | 7.75% | 7.79% |
| 3 Year | 5.93% | 6.02% |
| 5 Year | 6.43% | 5.57% |
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 | 7.62% | 7.55% |
| 3 Year | 7.23% | 7.14% |
| 5 Year | 6.36% | 6.02% |
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 | 7.66% | 7.93% |
| 3 Year | 7.55% | 7.63% |
| 5 Year | 7.95% | 7.78% |
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 | 2.079% | 1.18% |
| Sharp | -0.102% | -0.49% |
| Beta | 1.898% | 2.28% |
| Alpha | -0.218% | 3.99% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns7.98%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns9.03%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns11.59%
LIC MF Large Cap Fund-Growth
3Y Returns7.59%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns12.79%
HSBC Managed Solutions - Conservative - Growth
3Y Returns6.06%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns15.84%
PGIM India Large and Mid Cap Fund - Regular (G)
3Y Returns0%
