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Kotak Banking and PSU Debt vs Sundaram Banking and PSU Debt Fund Regular Plan compare
Kotak Banking and PSU Debt - Growth
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹5800 Cr | ₹400 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 30 Dec 2004 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | Nifty Banking and PSU Debt Index A-II |
| Turn Over | 24% | 18% |
| Expense Ratio | 0.75 | 0.41 |
| Manager | Abhishek Bisen | Dwijendra Srivastava |
| ISIN Code | INF174K01FO3 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.77% | 0.65% |
| 6 Month | 2.92% | 3.04% |
| 1 Year | 7.87% | 8.03% |
| 3 Year | 7.57% | 7.65% |
| 5 Year | 6.03% | 5.64% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.67% | 0.83% |
| 1 Year | 5.81% | 6.19% |
| 3 Year | 7.3% | 7.46% |
| 5 Year | 6.71% | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.3% | 7.97% |
| 3 Year | 6.66% | 7.6% |
| 5 Year | 6.97% | 7.75% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.17% | 1.08% |
| Sharp | 0.69% | 0.82% |
| Beta | 1.09% | 0.97% |
| Alpha | -0.02% | 0.14% |
Fund Managers
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Dwijendra Srivastava |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 33 | 14 |
| Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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