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

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tortoise-icon HSBC Banking and PSU Debt Fund - Regular Growth

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

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Chart Comparison

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

Overview

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund HSBC Banking and PSU Debt Fund - Regular Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹4683 Cr ₹328 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jan 2013 30 Dec 2004
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt Index Nifty Banking and PSU Debt Index A-II
Turn Over 15% 18%
Expense Ratio 0.61 0.41
Manager Jalpan Shah Dwijendra Srivastava
ISIN Code INF677K01AE7 INF903J01IN3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.62% 0.64%
6 Month 3.62% 4.09%
1 Year 7.02% 7.69%
3 Year 4.49% 5.35%
5 Year 5.75% 5.67%

SIP Return Analysis

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 3.16% 3.31%
3 Year 8.34% 9.16%
5 Year 13.55% 14.17%

Rolling Lumpsum Returns

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 4.96% 4.83%
3 Year 10.77% 11.3%
5 Year 13.87% 14.55%

Risk Management

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 1.82% 1.18%
Sharp -0.62% -0.49%
Beta 3.07% 2.28%
Alpha 5.03% 3.99%

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Fund Managers

Scheme Name HSBC Banking and PSU Debt Fund - Regular Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Jalpan Shah Dwijendra Srivastava
Total AUM ₹16521 Cr ₹14140 Cr
Fund Manage 6 14
HSBC Banking and PSU Debt Fund - Regular Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

HSBC Banking and PSU Debt Fund - Regular Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

HSBC Banking and PSU Debt Fund - Regular Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Sovereign 22.54 21.53
Energy 15.43 12.14
Financial 60.88 63.26
Others 1.15 3.07

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