Compare Tata Banking & PSU Debt Fund vs Sundaram Banking & PSU Fund
Risk | Low to Moderate | Moderate |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹150 | ₹250 |
Expense Ratio | 0.72 | 0.44 |
NAV | ₹13.18 | ₹44.16 |
Fund Started | 19 Sep 2019 | 20 Dec 2004 |
Fund Size | ₹207.53 Cr | ₹376.88 Cr |
Exit Load | - | - |
Risk
Low to Moderate
Moderate
Rating
3.0
4.0
Min SIP Amount
₹150
₹250
Expense Ratio
0.72
0.44
NAV
₹13.18
₹44.16
Fund Started
19 Sep 2019
20 Dec 2004
Fund Size
₹207.53 Cr
₹376.88 Cr
Exit Load
-
-
1 Year | 6.49% | 6.85% |
3 Year | 4.96% | 7.21% |
5 Year | - | 5.56% |
1 Year
6.49%
6.85%
3 Year
4.96%
7.21%
5 Year
-
5.56%
Equity | 0.00% | 0.00% |
Cash | -0.85% | 6.04% |
Equity
0.00%
0.00%
Cash
-0.85%
6.04%
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Name | Amit Somani | - |
Start Date | 04 Jan 2023 | - |
Name
Amit Somani
-
Start Date
04 Jan 2023
-
Description | The scheme seeks to generate reasonable income, with low risk and high level of liquidity from a portfolio of predominantly debt & money market securities issued by Banks, Public Sector Undertakings (PSUs), Public Financial Institutions (PFIs) and Municipal Bonds. | 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 2019 | 20 Dec 2004 |
Description
The scheme seeks to generate reasonable income, with low risk and high level of liquidity from a portfolio of predominantly debt & money market securities issued by Banks, Public Sector Undertakings (PSUs), Public Financial Institutions (PFIs) and Municipal Bonds.
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 2019
20 Dec 2004