Nippon India Banking & PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Fund | Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹5721 Cr | ₹336 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹250 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 15 May 2015 | 30 Dec 2004 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Banking and PSU Debt Total Return Index | Nifty Banking and PSU Debt Index A-II |
Turn Over | 24% | 18% |
Expense Ratio | 0.76 | 0.42 |
Manager | Vivek Sharma | Dwijendra Srivastava |
ISIN Code | INF204KA1T56 | INF903J01IN3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
1 Month | 2.26% | 2.01% |
6 Month | 4.74% | 4.61% |
1 Year | 9.41% | 9.42% |
3 Year | 6.98% | 6.98% |
5 Year | 6.64% | 5.92% |
SIP Return Analysis
Scheme Name | Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
6 Month | 3.21% | 3.03% |
1 Year | 10.32% | 10.11% |
3 Year | 8.24% | 8.23% |
5 Year | 6.86% | 6.66% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
1 Year | 7.09% | 7.93% |
3 Year | 7.45% | 7.63% |
5 Year | 7.21% | 7.78% |
Risk Management
Scheme Name | Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.154% | 1.18% |
Sharp | -0.419% | -0.49% |
Beta | 0.95% | 2.28% |
Alpha | -0.367% | 3.99% |
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Fund Managers
Scheme Name | Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Name | Vivek Sharma | Dwijendra Srivastava |
Total AUM | ₹39796 Cr | ₹14140 Cr |
Funds Managed | 12 | 14 |
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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