- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Banking and PSU Debt vs HDFC Banking and PSU Debt Fund 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) | ₹5800 Cr | ₹5885 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Dec 1998 | 26 Mar 2014 |
| Category | PSU Themes | PSU Themes |
| 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 | 0.58% | 0.63% |
| 6 Month | 2.98% | 3.01% |
| 1 Year | 7.96% | 7.98% |
| 3 Year | 7.61% | 7.57% |
| 5 Year | 6.03% | 5.93% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 1.35% | 1.36% |
| 1 Year | 7.28% | 7.34% |
| 3 Year | 7.8% | 7.76% |
| 5 Year | 7.02% | 6.92% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.3% | 7.78% |
| 3 Year | 6.66% | 7.54% |
| 5 Year | 6.97% | 7.1% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.17% | 1.14% |
| Sharp | 0.69% | 0.70% |
| Beta | 1.09% | 1.04% |
| Alpha | -0.02% | -0.01% |
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
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns8%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns7.03%
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns7.2%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.22%
Nippon India Medium Duration Fund - Growth Option
3Y Returns8.52%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns7.15%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns21.78%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.94%
