InvestorQ : How have the banking and PSU funds performed in the Indian market?
Katherine Gonsalves made post

How have the banking and PSU funds performed in the Indian market?

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Rutuja Nigam answered.
9 months ago
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Check the table below to see the performance over time frames.

Scheme Name

Benchmark

Return 1 Year (%) Regular

Return 1 Year (%) Direct

Return 1 Year (%) Benchmark

Return 3 Year (%) Regular

Return 3 Year (%) Direct

Return 3 Year (%) Benchmark

Return Since Launch Regular

Return Since Launch Direct

Return Since Launch Benchmark

Aditya Birla Sun Life Banking & PSU Debt Fund

NIFTY Banking and PSU Debt Total Return Index

9.85

10.17

9.80

7.50

7.83

6.89

8.68

9.56

8.45

Axis Banking & PSU Debt Fund

NIFTY Banking and PSU Debt Total Return Index

10.54

10.85

9.80

8.47

8.74

6.89

8.65

8.80

8.41

DSP Banking & PSU Debt

NIFTY Banking and PSU Debt Total Return Index

9.86

10.24

9.80

7.30

7.61

6.89

8.68

9.03

8.55

Edelweiss Banking and PSU Debt

NIFTY Banking and PSU Debt Total Return Index

12.88

13.18

9.80

8.25

8.54

6.89

8.68

8.99

8.55

Franklin India Banking & PSU Debt Fund

NIFTY Banking and PSU Debt Total Return Index

11.16

11.54

9.80

8.20

8.60

6.89

8.60

9.09

8.37

HDFC Banking and PSU Debt Fund

NIFTY Banking and PSU Debt Total Return Index

10.18

10.68

9.80

7.58

8.07

6.89

8.66

8.98

8.36

ICICI Prudential Banking & PSU Debt

CRISIL Banking and PSU Debt Index

10.07

10.56

10.51

7.29

7.69

7.97

8.59

9.06

8.74

IDFC Banking & PSU Debt Fund

NIFTY Banking and PSU Debt Total Return Index

11.19

11.54

9.80

8.00

8.27

6.89

8.36

8.55

8.22

Invesco India Banking & PSU Debt Fund

CRISIL Banking and PSU Debt Index

9.67

10.11

10.51

7.25

7.68

7.97

7.42

8.07

8.96

Kotak Banking and PSU Debt

CRISIL Banking and PSU Debt Index

10.80

11.14

10.51

8.02

8.39

7.97

7.49

9.06

LIC MF Banking & PSU Debt Fund

NIFTY Banking and PSU Debt Total Return Index

9.84

10.43

9.80

7.73

8.37

6.89

7.63

8.27

8.48

L&T Banking and PSU Debt Fund

NIFTY Banking and PSU Debt Total Return Index

9.65

10.09

9.80

7.15

7.61

6.89

8.04

8.50

8.32

Nippon India Banking & PSU Debt Fund

NIFTY Banking and PSU Debt Total Return Index

10.51

10.97

9.80

7.73

8.07

6.89

8.36

8.66

7.79

PGIM India Banking & PSU Debt Fund

CRISIL Banking and PSU Debt Index

10.85

11.38

10.51

7.44

7.99

7.97

8.37

8.90

8.89

SBI Banking and PSU Fund

NIFTY Banking and PSU Debt Total Return Index

9.55

10.07

9.80

7.79

8.34

6.89

8.14

8.94

8.10

Sundaram Banking & PSU Debt Fund

CRISIL Banking and PSU Debt Index

10.08

10.22

10.51

7.44

7.55

7.97

7.89

8.16

UTI Banking & PSU Debt

CRISIL Banking and PSU Debt Index

-1.08

-0.99

10.51

4.04

4.13

7.97

6.85

6.96

9.29

As can be seen there are large variations and give opportunities for aggressive management.

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