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HSBC Banking and PSU Debt Fund vs Kotak Banking and PSU Debt compare
Kotak Banking and PSU Debt - Growth
HSBC Banking and PSU Debt Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Banking and PSU Debt - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Banking and PSU Debt - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹5795 Cr | ₹4572 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 12 Sep 2012 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | NIFTY Banking and PSU Debt Index |
| Turn Over | 24% | 15% |
| Expense Ratio | 0.75 | 0.61 |
| Manager | Abhishek Bisen | Jalpan Shah |
| ISIN Code | INF174K01FO3 | INF677K01AE7 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.21% | 0.3% |
| 6 Month | 4.27% | 4.56% |
| 1 Year | 7.56% | 7.88% |
| 3 Year | 7.34% | 7.01% |
| 5 Year | 6.12% | 5.37% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.04% | 1.27% |
| 1 Year | 7.01% | 7.54% |
| 3 Year | 7.64% | 7.44% |
| 5 Year | 6.82% | 6.25% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.27% | 7.12% |
| 3 Year | 6.63% | 6.93% |
| 5 Year | 6.98% | 6.18% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.18% | 1.24% |
| Sharp | 0.49% | 0.05% |
| Beta | 1.26% | 1.48% |
| Alpha | -0.34% | -1.00% |
Fund Managers
| Scheme Name | Kotak Banking and PSU Debt - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
|---|---|---|
| Name | Abhishek Bisen | Jalpan Shah |
| Total AUM | ₹0 Cr | ₹16521 Cr |
| Funds Managed | 33 | 6 |
| Kotak Banking and PSU Debt - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
HSBC Banking and PSU Debt Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
HSBC Banking and PSU Debt Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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