Sundaram Banking and PSU Debt Fund Regular Plan vs Edelweiss Banking and PSU Debt Fund compare
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Chart Comparison
| 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 |
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.56% | 0.47% |
| 6 Month | 4.84% | 4.52% |
| 1 Year | 8.72% | 8.32% |
| 3 Year | 5.73% | 5.73% |
| 5 Year | 7.12% | 5.63% |
| 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% |
| Scheme Name | Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.62% | 7.89% |
| 3 Year | 7.72% | 7.64% |
| 5 Year | 8% | 7.76% |
| 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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| 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 |
| Scheme Name |
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
| 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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