Kotak Banking and PSU Debt vs Axis Banking & PSU Debt Fund 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) | ₹5794 Cr | ₹13417 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 08 Jun 2012 |
| Category | Banking and PSU | Banking and PSU |
| 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 | 0.58% | 0.31% |
| 6 Month | 2.28% | 2.19% |
| 1 Year | 7.83% | 7.62% |
| 3 Year | 7.54% | 7.22% |
| 5 Year | 6.03% | 5.74% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 6 Month | 1.75% | 1.46% |
| 1 Year | 7.44% | 6.93% |
| 3 Year | 7.89% | 7.54% |
| 5 Year | 7.12% | 6.79% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Year | 7.03% | 8% |
| 3 Year | 6.38% | 7.95% |
| 5 Year | 6.82% | 7.92% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Standard Deviation | 1.07% | 0.87% |
| Sharp | -0.01% | -0.4% |
| Beta | 1.83% | 1.63% |
| Alpha | 3.66% | 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 |
Top Comparisons
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns22.63%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns23.61%
ICICI Prudential Dividend Yield Equity Fund Growth Option
3Y Returns22.37%
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
3Y Returns17.77%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns5.54%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.04%
Bandhan Floater Fund Regular - Growth
3Y Returns7.47%
SBI Floating Rate Debt Fund - Regular Plan - Growth
3Y Returns7.63%