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Compare HSBC Banking and PSU Debt Fund vs Sundaram Banking & PSU Fund

Risk

Moderate
Moderate

Rating

3.0
4.0

Min SIP Amount

₹1000
₹250

Expense Ratio

0.57
0.41

NAV

₹24.88
₹44.17

Fund Started

19 Sep 2007
20 Dec 2004

Fund Size

₹4413.44 Cr
₹377.41 Cr

Exit Load

-
-

1 Year

7.54%
7.47%

3 Year

7.03%
7.42%

5 Year

5.15%
5.62%

Equity

0.00%
0.00%

Cash

0.76%
4.11%

Top 10 Holdings

-
-

Name

Jalpan Shah
Dwijendra Srivastava

Start Date

11 Jun 2024
02 Jul 2025

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

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