- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹5794 Cr | ₹9235 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 | 0.08% | -0.03% |
| 6 Month | 2.39% | 2.1% |
| 1 Year | 7.57% | 7.18% |
| 3 Year | 7.43% | 7.3% |
| 5 Year | 5.98% | 5.84% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.44% | 1.14% |
| 1 Year | 6.85% | 6.2% |
| 3 Year | 7.65% | 7.37% |
| 5 Year | 6.99% | 6.79% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.05% | 8.14% |
| 3 Year | 6.39% | 8.62% |
| 5 Year | 6.81% | 9% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 1.07% | 0.96% |
| Sharp | -0.01% | -0.14% |
| Beta | 1.83% | 1.81% |
| Alpha | 3.66% | 3.5% |
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
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns21.65%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns23.72%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.26%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns20.75%
ICICI Prudential Thematic Advantage Fund (FOF) - Growth
3Y Returns18.6%
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns14.36%
