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) | ₹5800 Cr | ₹5548 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 15 May 2015 |
| 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% | 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 | 0.55% | 0.57% |
| 6 Month | 3.29% | 3.2% |
| 1 Year | 7.94% | 7.99% |
| 3 Year | 7.55% | 7.57% |
| 5 Year | 6.05% | 5.9% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.35% | 1.26% |
| 1 Year | 7.28% | 7.2% |
| 3 Year | 7.8% | 7.72% |
| 5 Year | 7.02% | 6.89% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 7.02% | 7.44% |
| 3 Year | 6.38% | 7.44% |
| 5 Year | 6.82% | 7.04% |
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 | 0.69% | 0.65% |
| Beta | 1.09% | 1.18% |
| Alpha | -0.02% | -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
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns21.38%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns16.62%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns13.12%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns17.47%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns18.88%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns22.29%
Canara Robeco Gilt Fund - Regular Plan - Growth Option
3Y Returns6.59%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.11%