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

Fund Comparison

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Sundaram Banking and PSU Debt Fund

DebtBanking and PSU Debt4.0

UTI Banking & PSU Debt Fund

DebtBanking and PSU Debt5.0

Risk	Moderate	Low to Moderate
Rating	4.0	5.0
Min SIP Amount	₹250	₹500
Expense Ratio	0.42	0.47
NAV	₹45.73	₹23.65
Fund Started	20 Dec 2004	27 Jan 2014
Fund Size	₹257.79 Cr	₹1447.94 Cr
Exit Load	-	-

Risk

Moderate

Low to Moderate

Rating

4.0

5.0

Min SIP Amount

₹250

₹500

Expense Ratio

0.42

0.47

NAV

₹45.73

₹23.65

Fund Started

20 Dec 2004

27 Jan 2014

Fund Size

₹257.79 Cr

₹1447.94 Cr

Exit Load

1 Year	3.94%	5.54%
3 Year	6.78%	7.24%
5 Year	5.82%	7.50%

1 Year

3.94%

5.54%

3 Year

6.78%

7.24%

5 Year

5.82%

7.50%

Equity	0.00%	0.00%
Cash	10.13%	2.50%

Equity

0.00%

Cash

10.13%

2.50%

Top 10 Holdings	-	-

Top 10 Holdings

Name	-	-
Start Date	-	-

Name

Start Date

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 scheme seeks to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of predominantly debt & money market securities by Banks and Public Sector Undertakings (PSUs).
Launch Date	20 Dec 2004	27 Jan 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 scheme seeks to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of predominantly debt & money market securities by Banks and Public Sector Undertakings (PSUs).

Launch Date

20 Dec 2004

27 Jan 2014