Kotak Banking and PSU Debt vs Nippon India Banking & PSU Debt Fund compare
Kotak Banking and PSU Debt - Growth
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Banking and PSU Debt - Growth | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
|---|---|---|
| Fund | Kotak Banking and PSU Debt - Growth | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹5794 Cr | ₹5528 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 15 May 2015 |
| 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% | 24% |
| Expense Ratio | 0.75 | 0.76 |
| Manager | Abhishek Bisen | Vivek Sharma |
| ISIN Code | INF174K01FO3 | INF204KA1T56 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Month | 0.76% | 0.5% |
| 6 Month | 2.59% | 2.19% |
| 1 Year | 7.93% | 7.66% |
| 3 Year | 7.57% | 7.46% |
| 5 Year | 6.05% | 5.85% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.75% | 1.42% |
| 1 Year | 7.44% | 6.78% |
| 3 Year | 7.89% | 7.63% |
| 5 Year | 7.12% | 6.89% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 7.03% | 7.46% |
| 3 Year | 6.38% | 7.45% |
| 5 Year | 6.82% | 7.03% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.17% | 1.26% |
| Sharp | 0.71% | 0.60% |
| Beta | 1.13% | 1.20% |
| Alpha | 0.06% | -0.08% |
Fund Managers
| Scheme Name | Kotak Banking and PSU Debt - Growth | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Vivek Sharma |
| Total AUM | ₹0 Cr | ₹39796 Cr |
| Funds Managed | 33 | 12 |
| Kotak Banking and PSU Debt - Growth | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Franklin India Opportunities Fund - Growth
3Y Returns27.38%
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns12.82%
Franklin India Small Cap Fund-Growth
3Y Returns18.77%
Tata Small Cap Fund Regular Growth
3Y Returns14.64%
Kotak Small Cap Fund Regular Growth
3Y Returns14.23%
Tata Small Cap Fund Regular Growth
3Y Returns14.64%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns14.96%
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
3Y Returns16.26%