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

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tortoise-icon Axis Banking & PSU Debt Fund - Regular Plan - Growth option

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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 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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