Tata Banking & PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare

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

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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 Tata Banking & PSU Debt Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund Tata Banking & PSU Debt Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹208 Cr ₹328 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 2019 30 Dec 2004
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark CRISIL Banking and PSU Debt Nifty Banking and PSU Debt Index A-II
Turn Over 10% 18%
Expense Ratio 0.72 0.41
Manager Amit Somani Dwijendra Srivastava
ISIN Code INF277K011X2 INF903J01IN3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.66% 0.44%
6 Month 3.73% 4.25%
1 Year 6.49% 8.05%
3 Year 4.97% 5.73%
5 Year - 5.57%

SIP Return Analysis

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 3.01% 8.35%
3 Year 4.7% 7.03%
5 Year 4.77% 5.93%

Rolling Lumpsum Returns

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 5.75% 7.91%
3 Year 4.96% 7.64%
5 Year 5.56% 7.8%

Risk Management

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 1.14% 1.18%
Sharp -0.41% -0.49%
Beta 2.09% 2.28%
Alpha 3.71% 3.99%

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Fund Managers

Scheme Name Tata Banking & PSU Debt Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Amit Somani Dwijendra Srivastava
Total AUM ₹43127 Cr ₹14140 Cr
Fund Manage 7 14
Tata Banking & PSU Debt Fund-Regular Plan-Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 24.83 3.07
Financial 65.33 63.26
Energy 9.84 12.14
Sovereign - 21.53

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