SBI Banking & PSU Fund vs Edelweiss Banking and PSU Debt Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Fund SBI Banking & PSU Fund - Regular Paln - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹3883 Cr ₹275 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 09 Oct 2009 06 Sep 2013
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% 27%
Expense Ratio 0.8 0.7
Manager Pradeep Kesavan Dhawal Dalal
ISIN Code INF200K01U41 INF843K01FK1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
1 Month 0.73% 0.77%
6 Month 3.75% 4.07%
1 Year 7.3% 7.79%
3 Year 5.09% 5.64%
5 Year 5.98% 6.9%

SIP Return Analysis

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.16% 3.3%
3 Year 8.78% 9.23%
5 Year 14.28% 15.92%

Rolling Lumpsum Returns

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
1 Year 5.15% 5.92%
3 Year 11.5% 12.9%
5 Year 14.68% 16.27%

Risk Management

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Standard Deviation 1.16% 2.24%
Sharp -0.59% -0.12%
Beta 2.24% 2.94%
Alpha 3.81% 5.62%

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 SBI Banking & PSU Fund - Regular Paln - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Dhawal Dalal
Total AUM ₹434274 Cr ₹25974 Cr
Fund Manage 43 12
SBI Banking & PSU Fund - Regular Paln - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Banking & PSU Fund - Regular Paln - Growth

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

SBI Banking & PSU Fund - Regular Paln - Growth

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Financial 54.07 32.65
Others 2.91 3.94
Sovereign 18.06 14.28
Energy 21.05 32.21
Communication 3.91 -
Consumer Staples - 8.62
Services - 8.3

Top Comparisons

INVESCO INDIA BANKING AND PSU FUND - Growth Option INVESCO INDIA BANKING AND PSU FUND - Growth Option

3Y Returns4.86%

VS

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

3Y Returns5.26%

Compare Now

HDFC Banking and PSU Debt Fund - Growth Option HDFC Banking and PSU Debt Fund - Growth Option

3Y Returns5.56%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns5.61%

Compare Now

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns5.75%

VS

Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

3Y Returns4.73%

Compare Now

Bandhan Small Cap Fund - Regular Plan - Growth Bandhan Small Cap Fund - Regular Plan - Growth

3Y Returns29.25%

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option

3Y Returns27.02%

Compare Now
Request call back
Add to Cart Successfully