LIC MF Banking & PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon LIC MF Banking & PSU Debt Fund-Growth

Invest Now

tortoise-icon LIC MF Banking & PSU Fund-Regular Plan-Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Moderate
Asset Size (Cr) ₹1875 Cr ₹1875 Cr ₹335 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹250
Min Addl Investment ₹500 ₹500 ₹1000
Launch Date 30 May 2007 30 May 2007 30 Dec 2004
Category Banking and PSU Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt TRI NIFTY Banking and PSU Debt TRI Nifty Banking and PSU Debt Index A-II
Turn Over % 16% 18%
Expense Ratio 0.78 0.78 0.41
Manager Marzban Irani Marzban Irani Dwijendra Srivastava
ISIN Code INF767K01535 INF767K01535 INF903J01IN3
Exits Load Data not available./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.54% 0.54% 0.61%
6 Month 4% 4% 4.15%
1 Year 7.84% 7.84% 8.04%
3 Year 5.69% 5.69% 5.78%
5 Year 5.67% 5.67% 5.64%

SIP Return Analysis

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - - -
1 Year 7.48% 7.48% 7.78%
3 Year 6.74% 6.74% 7%
5 Year 5.79% 5.79% 5.92%

Rolling Lumpsum Returns

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 7.36% 7.36% 7.91%
3 Year 7.23% 7.23% 7.64%
5 Year 7.39% 7.39% 7.8%

Risk Management

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 1.02% 1.02% 1.18%
Sharp -0.64% -0.64% -0.49%
Beta 2% 2% 2.28%
Alpha 3.36% 3.36% 3.99%

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 LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Marzban Irani Marzban Irani Dwijendra Srivastava
Total AUM ₹1914 Cr ₹1914 Cr ₹14140 Cr
Fund Manage 6 6 14
LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

LIC MF Banking & PSU Debt Fund-Growth

LIC MF Banking & PSU Fund-Regular Plan-Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100.03 100.03 100

Sector Allocation

Scheme Name

LIC MF Banking & PSU Debt Fund-Growth

LIC MF Banking & PSU Fund-Regular Plan-Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100.03 100.03 100

Top Comparisons

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns22.62%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns18.03%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns6.26%

VS

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.13%

Compare Now

DSP Ultra Short Fund - Regular Plan - Growth DSP Ultra Short Fund - Regular Plan - Growth

3Y Returns5.85%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns5.99%

Compare Now

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns5.91%

VS

LIC MF Overnight Fund Regular - Growth LIC MF Overnight Fund Regular - Growth

3Y Returns5.86%

Compare Now
Request call back
Add to Cart Successfully