Sundaram Banking and PSU Debt Fund Regular Plan vs Mirae Asset Banking and PSU Fund Regular Growth Plan compare

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tortoise-icon Mirae Asset Banking and PSU Fund Regular Growth Plan

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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 Mirae Asset Banking and PSU Fund Regular Growth Plan Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund Mirae Asset Banking and PSU Fund Regular Growth Plan Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹59 Cr ₹328 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 07 Jul 2020 30 Dec 2004
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark CRISIL Banking and PSU Debt A-II Index Nifty Banking and PSU Debt Index A-II
Turn Over 2293% 18%
Expense Ratio 0.82 0.41
Manager Basant Bafna Dwijendra Srivastava
ISIN Code INF769K01FV5 INF903J01IN3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Mirae Asset Banking and PSU Fund Regular Growth Plan Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.63% 0.82%
6 Month 3.76% 4.11%
1 Year 7.35% 7.85%
3 Year 5.09% 5.43%
5 Year - 5.7%

SIP Return Analysis

Scheme Name Mirae Asset Banking and PSU Fund Regular Growth Plan Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 3.22% 3.31%
3 Year 8.74% 9.16%
5 Year 10.87% 14.17%

Rolling Lumpsum Returns

Scheme Name Mirae Asset Banking and PSU Fund Regular Growth Plan Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 4.18% 4.83%
3 Year 10.21% 11.3%
5 Year 11.11% 14.55%

Risk Management

Scheme Name Mirae Asset Banking and PSU Fund Regular Growth Plan Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 1.18% 1.18%
Sharp -0.56% -0.49%
Beta 2.2% 2.28%
Alpha 3.75% 3.99%

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Fund Managers

Scheme Name Mirae Asset Banking and PSU Fund Regular Growth Plan Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Basant Bafna Dwijendra Srivastava
Total AUM ₹1022 Cr ₹14140 Cr
Fund Manage 4 14
Mirae Asset Banking and PSU Fund Regular Growth Plan Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

Mirae Asset Banking and PSU Fund Regular Growth Plan

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100.02 100

Sector Allocation

Scheme Name

Mirae Asset Banking and PSU Fund Regular Growth Plan

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 5.87 3.07
Sovereign 18.16 21.53
Financial 61.62 63.26
Construction 2.58 -
Communication 4.94 -
Energy 6.85 12.14

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