Sundaram Banking and PSU Debt Fund Regular Plan vs LIC MF Banking & PSU Debt Fund compare

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tortoise-icon LIC MF Banking & PSU Debt Fund-Growth

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tortoise-icon LIC MF Banking & PSU 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 LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Low to Moderate
Asset Size (Cr) ₹1408 Cr ₹1408 Cr ₹328 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹250
Min Addl Investment ₹500 ₹500 ₹1000
Launch Date 30 May 2007 30 May 2007 30 Dec 2004
Category Banking and PSU Banking and PSU Banking and PSU
Fund Type Open-ended Open-Ended Open Ended
Benchmark NIFTY Banking and PSU Debt TRI NIFTY Banking and PSU Debt TRI Nifty Banking and PSU Debt Index A-II
Turn Over % 16% 18%
Expense Ratio 0.78 0.78 0.41
Manager Marzban Irani Marzban Irani Dwijendra Srivastava
ISIN Code INF767K01535 INF767K01535 INF903J01IN3
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.74% 0.74% 0.82%
6 Month 3.86% 3.86% 4.11%
1 Year 7.52% 7.52% 7.85%
3 Year 5.26% 5.26% 5.43%
5 Year 5.65% 5.65% 5.7%

SIP Return Analysis

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - - -
1 Year 3.18% 3.18% 3.31%
3 Year 8.81% 8.81% 9.16%
5 Year 13.9% 13.9% 14.17%

Rolling Lumpsum Returns

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 4.85% 4.85% 4.83%
3 Year 11.21% 11.21% 11.3%
5 Year 14.38% 14.38% 14.55%

Risk Management

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 1.02% 1.02% 1.18%
Sharp -0.64% -0.64% -0.49%
Beta 2% 2% 2.28%
Alpha 3.36% 3.36% 3.99%

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Fund Managers

Scheme Name LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Marzban Irani Marzban Irani Dwijendra Srivastava
Total AUM ₹1914 Cr ₹1914 Cr ₹14140 Cr
Fund Manage 6 6 14
LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

LIC MF Banking & PSU Debt Fund-Growth

LIC MF Banking & PSU Fund-Regular Plan-Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100.02 100.02 100

Sector Allocation

Scheme Name

LIC MF Banking & PSU Debt Fund-Growth

LIC MF Banking & PSU Fund-Regular Plan-Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 11.65 11.65 3.07
Sovereign 6.58 6.58 21.53
Construction 1.11 1.11 -
Financial 64.31 64.31 63.26
Energy 16.37 16.37 12.14

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