HDFC Banking and PSU Debt Fund vs Kotak Banking and PSU Debt compare
Kotak Banking and PSU Debt - Growth
HDFC Banking and PSU Debt Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Banking and PSU Debt - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| Fund | Kotak Banking and PSU Debt - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹5701 Cr | ₹5835 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Dec 1998 | 26 Mar 2014 |
| 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% | 14.32% |
| Expense Ratio | 0.75 | 0.79 |
| Manager | Abhishek Bisen | Anil Bamboli |
| ISIN Code | INF174K01FO3 | INF179KA1JC4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| 1 Month | 0.12% | 0.11% |
| 6 Month | 2.56% | 2.36% |
| 1 Year | 7.74% | 7.5% |
| 3 Year | 7.47% | 7.38% |
| 5 Year | 6% | 5.83% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 1.28% | 1.04% |
| 1 Year | 6.35% | 5.84% |
| 3 Year | 7.52% | 7.29% |
| 5 Year | 6.93% | 6.72% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.05% | 7.82% |
| 3 Year | 6.39% | 7.54% |
| 5 Year | 6.81% | 7.08% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.07% | 1.14% |
| Sharp | -0.01% | 0.69% |
| Beta | 1.83% | 1.08% |
| Alpha | 3.66% | 0.03% |
Fund Managers
| Scheme Name | Kotak Banking and PSU Debt - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Anil Bamboli |
| Total AUM | ₹0 Cr | ₹135442 Cr |
| Funds Managed | 33 | 12 |
| Kotak Banking and PSU Debt - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns38.46%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns22.64%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns24.84%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns18.05%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns16.52%
Quant Large Cap Fund Regular - Growth
3Y Returns15.8%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns21.61%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns%