LIC MF Banking & PSU Debt Fund vs Tata Banking & PSU Debt Fund compare
Tata Banking & PSU Debt Fund-Regular Plan-Growth
LIC MF Banking & PSU Debt Fund-Growth
LIC MF Banking & PSU Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Tata Banking & PSU Debt Fund-Regular Plan-Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Low to Moderate | Moderate | Moderate |
Asset Size (Cr) | ₹208 Cr | ₹1868 Cr | ₹1868 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 | ₹500 |
Launch Date | 10 Oct 2019 | 30 May 2007 | 30 May 2007 |
Category | Banking and PSU | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | CRISIL Banking and PSU Debt | NIFTY Banking and PSU Debt TRI | NIFTY Banking and PSU Debt TRI |
Turn Over | 10% | % | 16% |
Expense Ratio | 0.72 | 0.78 | 0.78 |
Manager | Amit Somani | Marzban Irani | Marzban Irani |
ISIN Code | INF277K011X2 | INF767K01535 | INF767K01535 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 0.66% | 1.48% | 1.48% |
6 Month | 3.73% | 3.79% | 3.79% |
1 Year | 6.49% | 8.09% | 8.09% |
3 Year | 4.96% | 6.32% | 6.32% |
5 Year | - | 5.77% | 5.77% |
SIP Return Analysis
Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | - | 2.57% | 2.57% |
1 Year | 1.75% | 8.51% | 8.51% |
3 Year | 4.21% | 7.48% | 7.48% |
5 Year | 4.38% | 6.22% | 6.22% |
Rolling Lumpsum Returns
Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 5.75% | 7.39% | 7.39% |
3 Year | 4.96% | 7.22% | 7.22% |
5 Year | 5.56% | 7.38% | 7.38% |
Risk Management
Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 1.14% | 1.02% | 1.02% |
Sharp | -0.41% | -0.64% | -0.64% |
Beta | 2.09% | 2% | 2% |
Alpha | 3.71% | 3.36% | 3.36% |
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Fund Managers
Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
Name | Amit Somani | Marzban Irani | Marzban Irani |
Total AUM | ₹43127 Cr | ₹1914 Cr | ₹1914 Cr |
Funds Managed | 7 | 6 | 6 |
Tata Banking & PSU Debt Fund-Regular Plan-Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
Others | 100 | 100 | 100 |
Sector Allocation
Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
Others | 24.83 | 100 | 100 |
Financial | 65.33 | - | - |
Energy | 9.84 | - | - |
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