Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Banking and PSU Debt Fund vs Tata Banking & PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon Tata Banking & PSU Debt Fund-Regular Plan-Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Fund Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹208 Cr ₹271 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Oct 2019 13 Sep 2013
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark CRISIL Banking and PSU Debt NIFTY Banking and PSU Debt Total Return Index
Turn Over 10% 27%
Expense Ratio 0.72 0.7
Manager Amit Somani Dhawal Dalal
ISIN Code INF277K011X2 INF843K01FK1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
1 Month 0.66% 1.59%
6 Month 3.73% 3.85%
1 Year 6.49% 8.45%
3 Year 4.96% 6.38%
5 Year - 6.5%

SIP Return Analysis

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
6 Month - 2.67%
1 Year 1.75% 8.92%
3 Year 4.21% 7.86%
5 Year 4.38% 6.65%

Rolling Lumpsum Returns

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
1 Year 5.75% 7.66%
3 Year 4.96% 7.55%
5 Year 5.56% 7.95%

Risk Management

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Standard Deviation 1.14% 2.079%
Sharp -0.41% -0.102%
Beta 2.09% 1.898%
Alpha 3.71% -0.218%

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 Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Name Amit Somani Dhawal Dalal
Total AUM ₹43127 Cr ₹25974 Cr
Funds Managed 7 12
Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Banking & PSU Debt Fund-Regular Plan-Growth

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

Others 100 100

Sector Allocation

Scheme Name

Tata Banking & PSU Debt Fund-Regular Plan-Growth

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

Others 24.83 100
Financial 65.33 -
Energy 9.84 -

Top Comparisons

HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth

3Y Returns3.78%

VS

DSP US Flexible Equity Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns7.54%

Compare Now

ITI Dynamic Bond Fund Regular - Growth ITI Dynamic Bond Fund Regular - Growth

3Y Returns6.7%

VS

HDFC Dynamic Debt Fund - Growth Option HDFC Dynamic Debt Fund - Growth Option

3Y Returns6.56%

Compare Now

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns6.34%

VS

Mirae Asset Low Duration Fund- Growth Mirae Asset Low Duration Fund- Growth

3Y Returns6.34%

Compare Now

Nippon India Money Market Fund-Growth Plan-Growth Option Nippon India Money Market Fund-Growth Plan-Growth Option

3Y Returns7.01%

VS

LIC MF Money Market Fund Regular - Growth LIC MF Money Market Fund Regular - Growth

3Y Returns0%

Compare Now
Add to Cart Successfully