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Kotak Banking and PSU Debt vs UTI Banking & PSU Fund compare
Kotak Banking and PSU Debt - Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹5795 Cr | ₹813 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 29 Dec 1998 | 03 Feb 2014 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | CRISIL Banking and PSU Debt |
| Turn Over | 24% | 24% |
| Expense Ratio | 0.75 | 0.54 |
| Manager | Abhishek Bisen | Anurag Mittal |
| ISIN Code | INF174K01FO3 | INF789F014Z9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.27% | 0.37% |
| 6 Month | 4.32% | 4.62% |
| 1 Year | 7.77% | 8.14% |
| 3 Year | 7.31% | 7.08% |
| 5 Year | 6.13% | 7.05% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.04% | 1.5% |
| 1 Year | 7.01% | 7.89% |
| 3 Year | 7.64% | 7.74% |
| 5 Year | 6.82% | 7.64% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.27% | 7.58% |
| 3 Year | 6.63% | 7.12% |
| 5 Year | 6.98% | 6.17% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.18% | 1.26% |
| Sharp | 0.49% | 0.27% |
| Beta | 1.26% | 1.51% |
| Alpha | -0.34% | -0.77% |
Fund Managers
| Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Anurag Mittal |
| Total AUM | ₹0 Cr | ₹35669 Cr |
| Funds Managed | 33 | 7 |
| Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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