Axis Banking & PSU Debt Fund vs Kotak Banking and PSU Debt compare
Kotak Banking and PSU Debt - Growth
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Chart Comparison
Overview
| Scheme Name | Kotak Banking and PSU Debt - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Fund | Kotak Banking and PSU Debt - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹5800 Cr | ₹13056 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 08 Jun 2012 |
| Category | PSU Themes | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | Nifty Banking & PSU Debt Index A-II |
| Turn Over | 24% | % |
| Expense Ratio | 0.75 | 0.63 |
| Manager | Abhishek Bisen | Hardik Shah |
| ISIN Code | INF174K01FO3 | INF846K01CB0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Month | 0.85% | 0.62% |
| 6 Month | 3.61% | 3.43% |
| 1 Year | 8.21% | 8.03% |
| 3 Year | 7.6% | 7.33% |
| 5 Year | 6.11% | 5.8% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 6 Month | 1.35% | 1.36% |
| 1 Year | 7.28% | 7.34% |
| 3 Year | 7.8% | 7.63% |
| 5 Year | 7.02% | 6.79% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Year | 7.02% | 7.98% |
| 3 Year | 6.38% | 7.97% |
| 5 Year | 6.82% | 7.94% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Standard Deviation | 1.17% | 0.87% |
| Sharp | 0.69% | -0.4% |
| Beta | 1.09% | 1.63% |
| Alpha | -0.02% | 2.92% |
Fund Managers
| Scheme Name | Kotak Banking and PSU Debt - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Name | Abhishek Bisen | Hardik Shah |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 33 | 12 |
| Kotak Banking and PSU Debt - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Market Cap
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
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