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Edelweiss Banking and PSU Debt Fund vs Tata Banking & PSU Debt Fund compare
Tata Banking & PSU Debt Fund-Regular Plan-Growth
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Chart Comparison
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% | 0.63% |
| 6 Month | 3.73% | 3.75% |
| 1 Year | 6.49% | 7.75% |
| 3 Year | 4.96% | 5.93% |
| 5 Year | - | 6.43% |
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 | - | - |
| 1 Year | 1.75% | 7.62% |
| 3 Year | 4.21% | 7.23% |
| 5 Year | 4.38% | 6.36% |
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% |
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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 |
| Fund Manage | 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 | 3.94 |
| Financial | 65.33 | 32.65 |
| Energy | 9.84 | 32.21 |
| Sovereign | - | 14.28 |
| Consumer Staples | - | 8.62 |
| Services | - | 8.3 |
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