Nippon India Banking & PSU Debt Fund vs Kotak Banking and PSU Debt 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 | ₹5582 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 | 0.08% | -0.01% |
| 6 Month | 2.39% | 1.94% |
| 1 Year | 7.57% | 7.2% |
| 3 Year | 7.43% | 7.28% |
| 5 Year | 5.98% | 5.77% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.44% | 1.02% |
| 1 Year | 6.85% | 6.02% |
| 3 Year | 7.65% | 7.31% |
| 5 Year | 6.99% | 6.71% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 7.05% | 7.45% |
| 3 Year | 6.39% | 7.45% |
| 5 Year | 6.81% | 7.03% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | Nippon India Banking & PSU Fund - Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.07% | 1.15% |
| Sharp | -0.01% | -0.22% |
| Beta | 1.83% | 2.14% |
| Alpha | 3.66% | 4.03% |
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
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns13.81%
UTI Focused Fund- Regular Plan - Growth Option
3Y Returns14.69%
HDFC Manufacturing Fund - Regular (G)
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
Kotak Arbitrage Fund - Growth
3Y Returns7.24%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.88%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns16.05%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns13.72%