Sundaram Banking and PSU Debt Fund Regular Plan vs Edelweiss Banking and PSU Debt Fund compare

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tortoise-icon Edelweiss Banking and 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 Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹275 Cr ₹328 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹1000
Launch Date 06 Sep 2013 30 Dec 2004
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt Total Return Index Nifty Banking and PSU Debt Index A-II
Turn Over 27% 18%
Expense Ratio 0.7 0.41
Manager Dhawal Dalal Dwijendra Srivastava
ISIN Code INF843K01FK1 INF903J01IN3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.77% 0.88%
6 Month 4.07% 4.22%
1 Year 7.79% 7.86%
3 Year 5.64% 5.45%
5 Year 6.9% 5.73%

SIP Return Analysis

Scheme Name Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 3.3% 3.31%
3 Year 9.23% 9.16%
5 Year 15.92% 14.17%

Rolling Lumpsum Returns

Scheme Name Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 5.92% 4.83%
3 Year 12.9% 11.3%
5 Year 16.27% 14.55%

Risk Management

Scheme Name Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 2.24% 1.18%
Sharp -0.12% -0.49%
Beta 2.94% 2.28%
Alpha 5.62% 3.99%

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Fund Managers

Scheme Name Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Dhawal Dalal Dwijendra Srivastava
Total AUM ₹25974 Cr ₹14140 Cr
Fund Manage 12 14
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 3.94 3.07
Sovereign 14.28 21.53
Financial 32.65 63.26
Energy 32.21 12.14
Consumer Staples 8.62 -
Services 8.3 -

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