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Compare HSBC Banking and PSU Debt Fund vs Sundaram Banking & PSU Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Moderate |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹1000 | ₹250 |
Expense Ratio | 0.57 | 0.41 |
NAV | ₹24.79 | ₹44.02 |
Fund Started | 19 Sep 2007 | 20 Dec 2004 |
Fund Size | ₹4425.66 Cr | ₹400.20 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
3.0
4.0
Min SIP Amount
₹1000
₹250
Expense Ratio
0.57
0.41
NAV
₹24.79
₹44.02
Fund Started
19 Sep 2007
20 Dec 2004
Fund Size
₹4425.66 Cr
₹400.20 Cr
Exit Load
-
-
Returns
1 Year | 8.05% | 8.11% |
3 Year | 7.33% | 7.66% |
5 Year | 5.30% | 5.65% |
1 Year
8.05%
8.11%
3 Year
7.33%
7.66%
5 Year
5.30%
5.65%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 0.73% | 4.13% |
Equity
0.00%
0.00%
Cash
0.73%
4.13%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Jalpan Shah | Dwijendra Srivastava |
Start Date | 11 Jun 2024 | 02 Jul 2025 |
Name
Jalpan Shah
Dwijendra Srivastava
Start Date
11 Jun 2024
02 Jul 2025
About Fund
Description | The scheme aims to generate reasonable returns by primarily investing in debt and money market securities that are issued by Banks, Public Sector Undertakings and Public Financial Institutions in 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 | 19 Sep 2007 | 20 Dec 2004 |
Description
The scheme aims to generate reasonable returns by primarily investing in debt and money market securities that are issued by Banks, Public Sector Undertakings and Public Financial Institutions in 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
19 Sep 2007
20 Dec 2004