Sundaram Banking and PSU Debt Fund Regular Plan vs DSP Banking & PSU Debt Fund compare
DSP Banking & PSU Debt Fund - Regular Plan - Growth
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Fund | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹2978 Cr | ₹336 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹250 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Sep 2013 | 30 Dec 2004 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Banking and PSU Debt TRI | Nifty Banking and PSU Debt Index A-II |
Turn Over | 0.0% | 18% |
Expense Ratio | 0.72 | 0.42 |
Manager | Karan Mundhra | Dwijendra Srivastava |
ISIN Code | INF740K01ZP6 | INF903J01IN3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
1 Month | 2.29% | 1.94% |
6 Month | 4.82% | 4.98% |
1 Year | 10.15% | 9.64% |
3 Year | 7.28% | 7.04% |
5 Year | 6.52% | 5.92% |
SIP Return Analysis
Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
6 Month | 3.07% | 3.03% |
1 Year | 10.12% | 10.11% |
3 Year | 8.42% | 8.23% |
5 Year | 6.93% | 6.66% |
Rolling Lumpsum Returns
Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
1 Year | 7.98% | 7.93% |
3 Year | 7.47% | 7.63% |
5 Year | 7.13% | 7.78% |
Risk Management
Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.265% | 1.18% |
Sharp | -0.249% | -0.49% |
Beta | 0.873% | 2.28% |
Alpha | -0.229% | 3.99% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Name | Karan Mundhra | Dwijendra Srivastava |
Total AUM | ₹22743 Cr | ₹14140 Cr |
Funds Managed | 6 | 14 |
DSP Banking & PSU Debt Fund - Regular Plan - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
Market Cap
Scheme Name |
DSP Banking & PSU Debt Fund - Regular Plan - Growth |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
DSP Banking & PSU Debt Fund - Regular Plan - Growth |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.59%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns6.71%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns7.4%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns5.95%
Kotak Flexicap Fund - Growth
3Y Returns15.47%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns12.11%
Kotak Bond Fund (G)
3Y Returns7.33%
Kotak Bond Fund - Regular Plan Growth
3Y Returns7.33%