- 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
HSBC Banking and PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
HSBC Banking and PSU Debt Fund - Regular Growth
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Chart Comparison
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 | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹4129 Cr | ₹336 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Sep 2012 | 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 | 0.42 |
| Manager | Jalpan Shah | Dwijendra Srivastava |
| ISIN Code | INF677K01AE7 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./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 | 0.4% | 0.34% |
| 6 Month | 3.25% | 3.43% |
| 1 Year | 6.99% | 7.56% |
| 3 Year | 5.27% | 6.17% |
| 5 Year | 5.53% | 5.56% |
SIP Return Analysis
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.43% | 1.45% |
| 1 Year | 6.6% | 7.16% |
| 3 Year | 6.65% | 7.18% |
| 5 Year | 5.52% | 6.03% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.05% | 7.93% |
| 3 Year | 6.93% | 7.63% |
| 5 Year | 6.22% | 7.78% |
Risk Management
| Scheme Name | HSBC Banking and PSU Debt Fund - Regular Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.777% | 1.18% |
| Sharp | -0.768% | -0.49% |
| Beta | 1.6% | 2.28% |
| Alpha | -1.153% | 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 | 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 | 99.99999 | 100 |
Sector Allocation
| Scheme Name |
HSBC Banking and PSU Debt Fund - Regular Growth |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 99.99999 | 100 |
Top Comparisons
ITI Banking and PSU Fund Regular - Growth
3Y Returns6.25%
INVESCO INDIA BANKING AND PSU FUND - Growth Option
3Y Returns5.51%
Nippon India Focused Equity Fund -Growth Plan -Growth Option
3Y Returns13.18%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns19.07%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.48%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.07%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns8.52%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns9.97%
