Sundaram Banking and PSU Debt Fund Regular Plan vs Axis Banking & PSU Debt Fund compare
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Fund | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹12969 Cr | ₹336 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹250 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Jun 2012 | 30 Dec 2004 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Banking & PSU Debt Index A-II | Nifty Banking and PSU Debt Index A-II |
Turn Over | % | 18% |
Expense Ratio | 0.63 | 0.42 |
Manager | Hardik Shah | Dwijendra Srivastava |
ISIN Code | INF846K01CB0 | INF903J01IN3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
1 Month | 1.95% | 2.01% |
6 Month | 4.59% | 4.61% |
1 Year | 8.85% | 9.42% |
3 Year | 6.75% | 6.98% |
5 Year | 6.36% | 5.92% |
SIP Return Analysis
Scheme Name | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
6 Month | 2.81% | 2.87% |
1 Year | 9.53% | 9.81% |
3 Year | 7.75% | 8.11% |
5 Year | 6.57% | 6.59% |
Rolling Lumpsum Returns
Scheme Name | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
1 Year | 7.93% | 7.93% |
3 Year | 8.13% | 7.63% |
5 Year | 8.04% | 7.78% |
Risk Management
Scheme Name | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.87% | 1.18% |
Sharp | -0.4% | -0.49% |
Beta | 1.63% | 2.28% |
Alpha | 2.92% | 3.99% |
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Fund Managers
Scheme Name | Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Name | Hardik Shah | Dwijendra Srivastava |
Total AUM | ₹0 Cr | ₹14140 Cr |
Funds Managed | 12 | 14 |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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