- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Banking & PSU Debt Fund vs Edelweiss Banking and PSU Debt Fund compare
Tata Banking & PSU Debt Fund-Regular Plan-Growth
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Chart Comparison
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 | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹208 Cr | ₹271 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Oct 2019 | 13 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 | Data not available./365 | Data not available./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% | 1.59% |
| 6 Month | 3.73% | 3.85% |
| 1 Year | 6.49% | 8.45% |
| 3 Year | 4.96% | 6.38% |
| 5 Year | - | 6.5% |
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 | - | 2.67% |
| 1 Year | 1.75% | 8.92% |
| 3 Year | 4.21% | 7.86% |
| 5 Year | 4.38% | 6.65% |
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% | 7.66% |
| 3 Year | 4.96% | 7.55% |
| 5 Year | 5.56% | 7.95% |
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% | 2.079% |
| Sharp | -0.41% | -0.102% |
| Beta | 2.09% | 1.898% |
| Alpha | 3.71% | -0.218% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 100 |
| Financial | 65.33 | - |
| Energy | 9.84 | - |
Top Comparisons
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns18.76%
HSBC Infrastructure Fund - Regular Growth
3Y Returns21.53%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.57%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.41%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns14.59%
LIC MF Large Cap Fund-Growth
3Y Returns7.84%
HDFC Small Cap Fund Regular Growth
3Y Returns18.89%
Aditya Birla Sun Life Small Cap Fund - GROWTH
3Y Returns12.99%
