Tata Banking & PSU Debt Fund vs Edelweiss Banking and PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon Tata Banking & PSU Debt Fund-Regular Plan-Growth

Invest Now

tortoise-icon Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Fund Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹208 Cr ₹275 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Oct 2019 06 Sep 2013
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark CRISIL Banking and PSU Debt NIFTY Banking and PSU Debt Total Return Index
Turn Over 10% 27%
Expense Ratio 0.72 0.7
Manager Amit Somani Dhawal Dalal
ISIN Code INF277K011X2 INF843K01FK1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
1 Month 0.66% 0.4%
6 Month 3.73% 4.25%
1 Year 6.49% 8.35%
3 Year 4.97% 5.62%
5 Year - 6.86%

SIP Return Analysis

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
6 Month - -
1 Year - 7.87%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
1 Year 5.75% 7.62%
3 Year 4.96% 7.67%
5 Year 5.56% 7.99%

Risk Management

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Standard Deviation 1.14% 2.24%
Sharp -0.41% -0.12%
Beta 2.09% 2.94%
Alpha 3.71% 5.62%

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 Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Name Amit Somani Dhawal Dalal
Total AUM ₹43127 Cr ₹25974 Cr
Fund Manage 7 12
Tata Banking & PSU Debt Fund-Regular Plan-Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Others 24.83 3.94
Financial 65.33 32.65
Energy 9.84 32.21
Sovereign - 14.28
Consumer Staples - 8.62
Services - 8.3

Top Comparisons

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns9.79%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns6%

Compare Now

Invesco India Smallcap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth

3Y Returns24.02%

VS

PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option

3Y Returns11.91%

Compare Now

SBI Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns14.94%

VS

UTI Banking and Financial Services Fund - Regular Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns12.61%

Compare Now

Franklin India Savings Fund - Growth Option Franklin India Savings Fund - Growth Option

3Y Returns6.3%

VS

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns6.04%

Compare Now
Request call back
Add to Cart Successfully