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Compare Bajaj Finserv Banking and PSU Fund vs Sundaram Banking & PSU Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Moderate |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹1000 | ₹250 |
Expense Ratio | 0.89 | 0.41 |
NAV | ₹11.65 | ₹44.00 |
Fund Started | 25 Oct 2023 | 20 Dec 2004 |
Fund Size | ₹292.77 Cr | ₹400.20 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
2.0
4.0
Min SIP Amount
₹1000
₹250
Expense Ratio
0.89
0.41
NAV
₹11.65
₹44.00
Fund Started
25 Oct 2023
20 Dec 2004
Fund Size
₹292.77 Cr
₹400.20 Cr
Exit Load
-
-
Returns
1 Year | 7.87% | 8.05% |
3 Year | - | 7.71% |
5 Year | - | 5.64% |
1 Year
7.87%
8.05%
3 Year
-
7.71%
5 Year
-
5.64%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | -6.56% | 4.13% |
Equity
0.00%
0.00%
Cash
-6.56%
4.13%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Nimesh Chandan | Dwijendra Srivastava |
Start Date | 27 Jun 2025 | 02 Jul 2025 |
Name
Nimesh Chandan
Dwijendra Srivastava
Start Date
27 Jun 2025
02 Jul 2025
About Fund
Description | The scheme seeks to generate income by predominantly investing in debt & money market securities issued by Banks, Public Sector Undertaking (PSUs), Public Financial Institutions (PFI), Municipal Bonds and Reverse repos in such securities, sovereign securities issued by the Central Government and State Governments, and / or any security unconditionally guaranteed by the Govt. of India. | The scheme seeks to generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds. |
Launch Date | 25 Oct 2023 | 20 Dec 2004 |
Description
The scheme seeks to generate income by predominantly investing in debt & money market securities issued by Banks, Public Sector Undertaking (PSUs), Public Financial Institutions (PFI), Municipal Bonds and Reverse repos in such securities, sovereign securities issued by the Central Government and State Governments, and / or any security unconditionally guaranteed by the Govt. of India.
The scheme seeks to generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds.
Launch Date
25 Oct 2023
20 Dec 2004