Sundaram Banking and PSU Debt Fund Regular Plan vs Nippon India Banking & PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option

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 Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund Nippon India Banking & PSU Debt Fund- Growth 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) ₹5476 Cr ₹328 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 10 May 2015 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 24% 18%
Expense Ratio 0.78 0.41
Manager Vivek Sharma Dwijendra Srivastava
ISIN Code INF204KA1T56 INF903J01IN3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.46% 0.31%
6 Month 4.3% 4.29%
1 Year 8.13% 8.06%
3 Year 5.76% 5.71%
5 Year 6.44% 5.6%

SIP Return Analysis

Scheme Name Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 8.07% 8.35%
3 Year 6.93% 7.03%
5 Year 6.22% 5.93%

Rolling Lumpsum Returns

Scheme Name Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 6.97% 7.91%
3 Year 7.47% 7.64%
5 Year 7.25% 7.8%

Risk Management

Scheme Name Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 1.15% 1.18%
Sharp -0.22% -0.49%
Beta 2.14% 2.28%
Alpha 4.03% 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 Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Vivek Sharma Dwijendra Srivastava
Total AUM ₹39796 Cr ₹14140 Cr
Fund Manage 12 14
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 4.93 3.07
Sovereign 19.85 21.53
Financial 61.6 63.26
Construction 0.18 -
Insurance 2.83 -
Energy 6.27 12.14
Communication 4.34 -

Top Comparisons

Nippon India Equity Hybrid Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan

3Y Returns13.76%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns10.69%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns5.99%

VS

SBI Short Term Debt Fund - Regular Plan -Growth SBI Short Term Debt Fund - Regular Plan -Growth

3Y Returns5.74%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns16.1%

VS

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns19.89%

Compare Now

Kotak Consumption Fund - Regular (G) Kotak Consumption Fund - Regular (G)

3Y Returns0%

VS

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns15.63%

Compare Now
Request call back
Add to Cart Successfully