SBI Banking & PSU Fund vs Axis Banking & PSU Debt Fund compare

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tortoise-icon SBI Banking & PSU Fund - Regular Paln - Growth

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tortoise-icon Axis Banking & PSU Debt Fund - Regular Plan - Growth option

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Chart Comparison

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

Overview

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Fund SBI Banking & PSU Fund - Regular Paln - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹3883 Cr ₹13283 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Oct 2009 01 Jun 2012
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 Total Return Index
Turn Over 24% %
Expense Ratio 0.8 0.63% (As on 30-08-2024)
Manager Pradeep Kesavan Hardik Shah
ISIN Code INF200K01U41 INF846K01CB0
Exits Load Nil/365 0.25% if redeemed/switched out within 1 month from date of allotment W.e.f 12./11/2012 NIL if redeemed/switched out from date of allotment W.e.f 14/07/2014/365

Trailing Lumpsum Returns

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Month 0.35% 0.46%
6 Month 3.83% 3.78%
1 Year 7.72% 7.6%
3 Year 5.45% 5.77%
5 Year 5.89% 6.02%

SIP Return Analysis

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Year 7.96% 7.95%
3 Year 8.13% 8.18%
5 Year 8.18% 8.07%

Risk Management

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Standard Deviation 1.16% 0.87%
Sharp -0.59% -0.4%
Beta 2.24% 1.63%
Alpha 3.81% 2.92%

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Fund Managers

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Name Pradeep Kesavan Hardik Shah
Total AUM ₹434274 Cr ₹0 Cr
Fund Manage 43 12
SBI Banking & PSU Fund - Regular Paln - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Market Cap

Scheme Name

SBI Banking & PSU Fund - Regular Paln - Growth

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Others 100 99.98

Sector Allocation

Scheme Name

SBI Banking & PSU Fund - Regular Paln - Growth

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Others 100 4.13
Sovereign - 11.55
Construction - 0.36
Financial - 81.72
Energy - 2.22

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