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

Link copied to clipboard!

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

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 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) ₹13045 Cr ₹335 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 0.41
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 0.57% 0.58%
6 Month 3.76% 3.99%
1 Year 7.53% 7.96%
3 Year 5.9% 5.86%
5 Year 6.1% 5.62%

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 - -
1 Year 7.38% 7.78%
3 Year 6.7% 7%
5 Year 6% 5.92%

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 7.95% 7.91%
3 Year 8.18% 7.64%
5 Year 8.07% 7.8%

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%

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 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
Fund Manage 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 100.03 100

Sector Allocation

Scheme Name

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

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100.03 100

Top Comparisons

ICICI Prudential Income Optimizer Fund (FOF) - Growth ICICI Prudential Income Optimizer Fund (FOF) - Growth

3Y Returns11.19%

VS

ICICI Prudential Income Optimizer Fund (FOF) - Growth ICICI Prudential Income Optimizer Fund (FOF) - Growth

3Y Returns11.19%

Compare Now

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns17.21%

VS

Sundaram Diversified Equity (ELSS) Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth

3Y Returns13.75%

Compare Now

Franklin India Savings Fund - Growth Option Franklin India Savings Fund - Growth Option

3Y Returns6.4%

VS

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns6.11%

Compare Now

ICICI Prudential Corporate Bond Fund - Growth ICICI Prudential Corporate Bond Fund - Growth

3Y Returns6.65%

VS

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns6.2%

Compare Now
Request call back
Add to Cart Successfully