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

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tortoise-icon DSP 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 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 Low to Moderate
Asset Size (Cr) ₹2412 Cr ₹328 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹1000
Launch Date 05 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 0.56 0.41
Manager Karan Mundhra Dwijendra Srivastava
ISIN Code INF740K01ZP6 INF903J01IN3
Exits Load Nil/365 Nil/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 0.84% 0.82%
6 Month 4.13% 4.11%
1 Year 8.04% 7.85%
3 Year 5.55% 5.43%
5 Year 6.43% 5.7%

SIP Return Analysis

Scheme Name DSP Banking & PSU Debt Fund - Regular Plan - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 3.41% 3.31%
3 Year 9.37% 9.16%
5 Year 15.34% 14.17%

Rolling Lumpsum Returns

Scheme Name DSP Banking & PSU Debt Fund - Regular Plan - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 5.55% 4.83%
3 Year 12.52% 11.3%
5 Year 16.05% 14.55%

Risk Management

Scheme Name DSP Banking & PSU Debt Fund - Regular Plan - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 1.2% 1.18%
Sharp -0.25% -0.49%
Beta 2.23% 2.28%
Alpha 4.17% 3.99%

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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
Fund Manage 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 11.73 3.07
Sovereign 9.57 21.53
Financial 67.61 63.26
Energy 11.09 12.14

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