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Compare Sundaram Banking & PSU Fund vs Franklin India Banking & PSU Debt Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Moderate |
Rating | 4.0 | 4.0 |
Min SIP Amount | ₹250 | ₹500 |
Expense Ratio | 0.41 | 0.52 |
NAV | ₹43.93 | ₹22.94 |
Fund Started | 20 Dec 2004 | 02 Apr 2014 |
Fund Size | ₹400.20 Cr | ₹499.27 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
4.0
4.0
Min SIP Amount
₹250
₹500
Expense Ratio
0.41
0.52
NAV
₹43.93
₹22.94
Fund Started
20 Dec 2004
02 Apr 2014
Fund Size
₹400.20 Cr
₹499.27 Cr
Exit Load
-
-
Returns
1 Year | 7.97% | 8.09% |
3 Year | 7.71% | 7.66% |
5 Year | 5.64% | 5.94% |
1 Year
7.97%
8.09%
3 Year
7.71%
7.66%
5 Year
5.64%
5.94%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 4.13% | 36.84% |
Equity
0.00%
0.00%
Cash
4.13%
36.84%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Dwijendra Srivastava | Umesh Sharma |
Start Date | 02 Jul 2025 | 07 May 2019 |
Name
Dwijendra Srivastava
Umesh Sharma
Start Date
02 Jul 2025
07 May 2019
About Fund
Description | 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. | The fund seeks to provide regular income through a portfolio of debt and money market instruments consisting predominantly of securities issued by entities such as Banks and Public Sector Undertakings (PSUs). |
Launch Date | 20 Dec 2004 | 02 Apr 2014 |
Description
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.
The fund seeks to provide regular income through a portfolio of debt and money market instruments consisting predominantly of securities issued by entities such as Banks and Public Sector Undertakings (PSUs).
Launch Date
20 Dec 2004
02 Apr 2014