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) | ₹5983 Cr | ₹4676 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 | -0.09% | 0.09% |
6 Month | 4.29% | 4.59% |
1 Year | 8.07% | 8.1% |
3 Year | 7.42% | 6.83% |
5 Year | 6.17% | 5.34% |
SIP Return Analysis
Scheme Name | Kotak Banking and PSU Debt - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
---|---|---|
6 Month | 1.46% | 1.71% |
1 Year | 7.71% | 8.22% |
3 Year | 7.85% | 7.6% |
5 Year | 6.92% | 6.31% |
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 | 1.08% | 1.19% |
Sharp | 0.80% | 0.26% |
Beta | 1.18% | 1.45% |
Alpha | -0.21% | -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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