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

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

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tortoise-icon Sundaram Banking and PSU Debt Fund Regular Plan - Growth

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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 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) ₹4413 Cr ₹357 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
Turn Over 24% 18%
Expense Ratio 0.81 0.39
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 0.78% 0.77%
6 Month 3.77% 3.82%
1 Year 6.78% 7.05%
3 Year 4.99% 5.01%
5 Year 6.1% 5.79%

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 3.16% 3.31%
3 Year 8.78% 9.16%
5 Year 14.28% 14.17%

Rolling Lumpsum Returns

Scheme Name SBI Banking & PSU Fund - Regular Paln - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 5.15% 4.83%
3 Year 11.5% 11.3%
5 Year 14.68% 14.55%

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%

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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

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

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