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

Link copied to clipboard!

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

Invest Now

tortoise-icon LIC MF Banking & PSU Fund-Regular Plan-Growth

Invest Now

tortoise-icon Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Invest Now

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 Moderate
Asset Size (Cr) ₹1875 Cr ₹1875 Cr ₹335 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 Data not available./365 Data not available./365 Data not available./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 0.63% 0.63% 0.62%
6 Month 3.82% 3.82% 3.95%
1 Year 7.89% 7.89% 8.02%
3 Year 5.86% 5.86% 6.03%
5 Year 5.65% 5.65% 5.63%

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 7.27% 7.27% 7.52%
3 Year 6.77% 6.77% 7.02%
5 Year 5.81% 5.81% 5.94%

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 7.36% 7.36% 7.91%
3 Year 7.23% 7.23% 7.64%
5 Year 7.39% 7.39% 7.8%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 100.03 100.03 100

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 100.03 100.03 100

Top Comparisons

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns15.36%

VS

DSP Global Allocation Fund - Regular Plan - Growth DSP Global Allocation Fund - Regular Plan - Growth

3Y Returns7.92%

Compare Now

Nippon India Nifty Bank Index Fund - Reg (G) Nippon India Nifty Bank Index Fund - Reg (G)

3Y Returns0%

VS

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

3Y Returns12.76%

Compare Now

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns10.57%

VS

SBI Balanced Advantage Fund - Regular Plan - Growth SBI Balanced Advantage Fund - Regular Plan - Growth

3Y Returns12.47%

Compare Now

HDFC Ultra Short Term Fund - Growth Option HDFC Ultra Short Term Fund - Growth Option

3Y Returns6.33%

VS

Tata Ultra Short Term Fund-Regular Plan-Growth Tata Ultra Short Term Fund-Regular Plan-Growth

3Y Returns5.9%

Compare Now
Request call back
Add to Cart Successfully