Tata Banking & PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
Tata Banking & PSU Debt Fund-Regular Plan-Growth
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Chart Comparison
| 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 |
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.66% | 0.82% |
| 6 Month | 3.73% | 4.11% |
| 1 Year | 6.49% | 7.85% |
| 3 Year | 4.97% | 5.43% |
| 5 Year | - | 5.7% |
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.25% | 3.31% |
| 3 Year | 8.99% | 9.16% |
| 5 Year | 14.02% | 14.17% |
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.1% | 4.83% |
| 3 Year | 11.6% | 11.3% |
| 5 Year | 14.05% | 14.55% |
| 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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| 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 |
| Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
| 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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