Kotak Banking and PSU Debt vs LIC MF Banking & PSU Debt Fund compare
Kotak Banking and PSU Debt - Growth
LIC MF Banking & PSU Debt Fund-Growth
LIC MF Banking & PSU Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Banking and PSU Debt - Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Kotak Banking and PSU Debt - Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderate |
| Asset Size (Cr) | ₹5701 Cr | ₹1873 Cr | ₹1873 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| Min Addl Investment | ₹100 | ₹500 | ₹500 |
| Launch Date | 29 Dec 1998 | 30 May 2007 | 30 May 2007 |
| Category | Banking and PSU | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | NIFTY Banking and PSU Debt TRI | NIFTY Banking and PSU Debt TRI |
| Turn Over | 24% | % | 16% |
| Expense Ratio | 0.75 | 0.78 | 0.78 |
| Manager | Abhishek Bisen | Marzban Irani | Marzban Irani |
| ISIN Code | INF174K01FO3 | INF767K01535 | INF767K01535 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.07% | 0.06% | 0.06% |
| 6 Month | 2.37% | 1.9% | 1.9% |
| 1 Year | 7.5% | 7.26% | 7.26% |
| 3 Year | 7.43% | 7.19% | 7.19% |
| 5 Year | 5.9% | 5.4% | 5.4% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 1.24% | 0.9% | 0.9% |
| 1 Year | 5.91% | 5.2% | 5.2% |
| 3 Year | 7.38% | 7.07% | 7.07% |
| 5 Year | 6.89% | 6.5% | 6.5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 7.06% | 7.48% | 7.48% |
| 3 Year | 6.4% | 7.22% | 7.22% |
| 5 Year | 6.81% | 7.34% | 7.34% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 1.07% | 1.02% | 1.02% |
| Sharp | - | - | - |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | Kotak Banking and PSU Debt - Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Abhishek Bisen | Marzban Irani | Marzban Irani |
| Total AUM | ₹0 Cr | ₹1914 Cr | ₹1914 Cr |
| Funds Managed | 33 | 6 | 6 |
| Kotak Banking and PSU Debt - Growth | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Top Comparisons
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.09%
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns6.88%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.17%
ADITYA BIRLA SUN LIFE US TREASURY 3-10 YEAR BOND ETFS PASSIVE FOF - REGULAR PLAN - GROWTH
3Y Returns0%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns23.44%
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
3Y Returns9.39%
Sundaram Arbitrage Fund Regular Growth
3Y Returns6.68%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.93%