SBI Banking & PSU Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon SBI Banking & PSU Fund - Regular Paln - 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 SBI Banking & PSU Fund - Regular Paln - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund SBI Banking & PSU Fund - Regular Paln - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹3883 Cr ₹328 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Oct 2009 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 0.8 0.41
Manager Pradeep Kesavan Dwijendra Srivastava
ISIN Code INF200K01U41 INF903J01IN3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.49% 0.31%
6 Month 4.27% 4.29%
1 Year 7.93% 8.06%
3 Year 5.5% 5.71%
5 Year 6.02% 5.6%

SIP Return Analysis

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 8% 8.35%
3 Year 6.74% 7.03%
5 Year 5.87% 5.93%

Rolling Lumpsum Returns

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 7.96% 7.91%
3 Year 8.13% 7.64%
5 Year 8.18% 7.8%

Risk Management

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 1.16% 1.18%
Sharp -0.59% -0.49%
Beta 2.24% 2.28%
Alpha 3.81% 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 SBI Banking & PSU Fund - Regular Paln - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Pradeep Kesavan Dwijendra Srivastava
Total AUM ₹434274 Cr ₹14140 Cr
Fund Manage 43 14
SBI Banking & PSU Fund - Regular Paln - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

SBI Banking & PSU Fund - Regular Paln - Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Banking & PSU Fund - Regular Paln - Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Financial 54.07 63.26
Others 2.91 3.07
Sovereign 18.06 21.53
Energy 21.05 12.14
Communication 3.91 -

Top Comparisons

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns11.43%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns11.43%

Compare Now

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns12.46%

VS

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns17.16%

Compare Now

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

3Y Returns10.71%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns10.69%

Compare Now

Mirae Asset Flexi Cap Fund - Regular Plan - Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth

3Y Returns0%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns16.71%

Compare Now
Request call back
Add to Cart Successfully