Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Banking and PSU Debt vs Edelweiss Banking and PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon Kotak Banking and PSU Debt - Growth

Invest Now

tortoise-icon Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Banking and PSU Debt - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Fund Kotak Banking and PSU Debt - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹5800 Cr ₹286 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Dec 1998 13 Sep 2013
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% 27%
Expense Ratio 0.75 0.7
Manager Abhishek Bisen Dhawal Dalal
ISIN Code INF174K01FO3 INF843K01FK1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
1 Month 0.77% 0.63%
6 Month 2.92% 2.76%
1 Year 7.87% 7.72%
3 Year 7.57% 7.73%
5 Year 6.03% 5.84%

SIP Return Analysis

Scheme Name Kotak Banking and PSU Debt - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
6 Month 0.61% 0.6%
1 Year 5.63% 5.68%
3 Year 7.24% 7.27%
5 Year 6.67% 6.65%

Rolling Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
1 Year 7.3% 7.75%
3 Year 6.66% 7.54%
5 Year 6.97% 7.89%

Risk Management

Scheme Name Kotak Banking and PSU Debt - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Standard Deviation 1.17% 1.61%
Sharp 0.57% 0.50%
Beta 1.52% 2.11%
Alpha -0.79% -1.21%

Fund Managers

Scheme Name Kotak Banking and PSU Debt - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
Name Abhishek Bisen Dhawal Dalal
Total AUM ₹0 Cr ₹25974 Cr
Funds Managed 33 12
Kotak Banking and PSU Debt - Growth Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Banking and PSU Debt - Growth

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Kotak Banking and PSU Debt - Growth

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Others 100 100

Top Comparisons

Franklin India Retirement Fund - Growth Franklin India Retirement Fund - Growth

3Y Returns10.47%

VS

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

3Y Returns17.34%

Compare Now

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns19.14%

VS

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns15.62%

Compare Now

Nippon India Consumption Fund-Growth Plan-Growth Option Nippon India Consumption Fund-Growth Plan-Growth Option

3Y Returns15.3%

VS

Aditya Birla Sun Life Consumption Fund-Growth Option Aditya Birla Sun Life Consumption Fund-Growth Option

3Y Returns14.37%

Compare Now

ITI Value Fund Regular - Growth ITI Value Fund Regular - Growth

3Y Returns18.15%

VS

ICICI Prudential Value Fund - Growth ICICI Prudential Value Fund - Growth

3Y Returns21.29%

Compare Now
Add to Cart Successfully