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BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs Kotak Banking and PSU Debt compare
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
Kotak Banking and PSU Debt - Growth
Chart Comparison
Overview
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| Fund | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Kotak Banking and PSU Debt - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹115 Cr | ₹5655 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 13 Nov 2023 | 29 Dec 1998 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Financials Bond Index | CRISIL Banking and PSU Debt |
| Turn Over | % | 24% |
| Expense Ratio | 0.89 | 0.75 |
| Manager | Siddharth Chaudhary | Abhishek Bisen |
| ISIN Code | INF0QA701557 | INF174K01FO3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| 1 Month | 0.76% | 0.7% |
| 6 Month | 5.05% | 4.89% |
| 1 Year | 9.48% | 9.35% |
| 3 Year | - | 7.75% |
| 5 Year | - | 6.47% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| 6 Month | 2.95% | 2.77% |
| 1 Year | 10.12% | 9.79% |
| 3 Year | - | 8.34% |
| 5 Year | - | 7.1% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| 1 Year | 7.86% | 7.25% |
| 3 Year | - | 6.59% |
| 5 Year | - | 7% |
Risk Management
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| Standard Deviation | - | 1.07% |
| Sharp | - | -0.219% |
| Beta | - | 0.827% |
| Alpha | - | -0.154% |
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Fund Managers
| Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Abhishek Bisen |
| Total AUM | ₹7136 Cr | ₹0 Cr |
| Funds Managed | 8 | 33 |
| BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | Kotak Banking and PSU Debt - Growth |
Market Cap
| Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Kotak Banking and PSU Debt - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Kotak Banking and PSU Debt - Growth |
|---|---|---|
| Others | 100 | 100 |
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