Aditya Birla Sun Life Banking & PSU Debt Fund vs Kotak Banking and PSU Debt compare
Kotak Banking and PSU Debt - Growth
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Banking and PSU Debt - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
Fund | Kotak Banking and PSU Debt - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹6198 Cr | ₹9130 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Dec 1998 | 02 May 2008 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Banking and PSU Debt | NIFTY Banking and PSU Debt Total Return Index |
Turn Over | 24% | 0.0% |
Expense Ratio | 0.75 | 0.73 |
Manager | Abhishek Bisen | Harshil Suvarnkar |
ISIN Code | INF174K01FO3 | INF209K01LV0 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Banking and PSU Debt - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
1 Month | 0.28% | 0.32% |
6 Month | 4.98% | 5.02% |
1 Year | 9.11% | 9.04% |
3 Year | 7.69% | 7.51% |
5 Year | 6.08% | 6.03% |
SIP Return Analysis
Scheme Name | Kotak Banking and PSU Debt - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
6 Month | 2.43% | 2.34% |
1 Year | 9.46% | 9.33% |
3 Year | 8.34% | 8.25% |
5 Year | 7.13% | 7.05% |
Rolling Lumpsum Returns
Scheme Name | Kotak Banking and PSU Debt - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
1 Year | 7.25% | 8.17% |
3 Year | 6.59% | 8.77% |
5 Year | 7% | 9.03% |
Risk Management
Scheme Name | Kotak Banking and PSU Debt - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
Standard Deviation | 1.09% | 1.07% |
Sharp | 0.88% | 0.73% |
Beta | 1.16% | 1.16% |
Alpha | -0.22% | -0.41% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Banking and PSU Debt - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
Name | Abhishek Bisen | Harshil Suvarnkar |
Total AUM | ₹0 Cr | ₹55823 Cr |
Funds Managed | 33 | 13 |
Kotak Banking and PSU Debt - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Banking and PSU Debt - Growth |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Banking and PSU Debt - Growth |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
UTI Focused Fund- Regular Plan - Growth Option
3Y Returns17.45%
Quant Focused Fund-Growth
3Y Returns18.87%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns23.57%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns24.14%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns22.14%
PGIM India Large and Mid Cap Fund - Regular (G)
3Y Returns0%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%