Sundaram Banking and PSU Debt Fund Regular Plan vs Aditya Birla Sun Life Banking & PSU Debt Fund compare

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tortoise-icon Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-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 Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹9395 Cr ₹328 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Apr 2008 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 0.0% 18%
Expense Ratio 0.73 0.41
Manager Harshil Suvarnkar Dwijendra Srivastava
ISIN Code INF209K01LV0 INF903J01IN3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.47% 0.44%
6 Month 4.2% 4.25%
1 Year 7.97% 8.05%
3 Year 5.94% 5.73%
5 Year 6.46% 5.57%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 8.15% 8.35%
3 Year 7.03% 7.03%
5 Year 6.34% 5.93%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 8.25% 7.91%
3 Year 8.84% 7.64%
5 Year 9.07% 7.8%

Risk Management

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 0.96% 1.18%
Sharp -0.14% -0.49%
Beta 1.81% 2.28%
Alpha 3.5% 3.99%

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Fund Managers

Scheme Name Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Harshil Suvarnkar Dwijendra Srivastava
Total AUM ₹55823 Cr ₹14140 Cr
Fund Manage 13 14
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

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

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 63.05 100

Sector Allocation

Scheme Name

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

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 2.88 3.07
Sovereign 22.47 21.53
Financial 36.75 63.26
Energy 0.95 12.14

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