SBI Banking & PSU Fund vs Kotak Banking and PSU Debt compare
Kotak Banking and PSU Debt - Growth
SBI Banking & PSU Fund - Regular Paln - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Banking and PSU Debt - Growth | SBI Banking & PSU Fund - Regular Paln - Growth |
|---|---|---|
| Fund | Kotak Banking and PSU Debt - Growth | SBI Banking & PSU Fund - Regular Paln - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹5608 Cr | ₹4127 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 09 Oct 2009 |
| 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 | 0.81 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174K01FO3 | INF200K01U41 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | SBI Banking & PSU Fund - Regular Paln - Growth |
|---|---|---|
| 1 Month | -0.04% | -0.05% |
| 6 Month | 2.03% | 1.73% |
| 1 Year | 6.96% | 6.71% |
| 3 Year | 7.37% | 7.02% |
| 5 Year | 5.95% | 5.39% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | SBI Banking & PSU Fund - Regular Paln - Growth |
|---|---|---|
| 6 Month | 0.95% | 0.69% |
| 1 Year | 5.02% | 4.45% |
| 3 Year | 7.1% | 6.79% |
| 5 Year | 6.74% | 6.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | SBI Banking & PSU Fund - Regular Paln - Growth |
|---|---|---|
| 1 Year | 7.06% | 7.95% |
| 3 Year | 6.41% | 7.9% |
| 5 Year | 6.8% | 8.11% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | SBI Banking & PSU Fund - Regular Paln - Growth |
|---|---|---|
| Standard Deviation | 1.07% | 1.16% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Banking and PSU Debt - Growth | SBI Banking & PSU Fund - Regular Paln - Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 43 |
| Kotak Banking and PSU Debt - Growth | SBI Banking & PSU Fund - Regular Paln - Growth |
Market Cap
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
SBI Banking & PSU Fund - Regular Paln - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
SBI Banking & PSU Fund - Regular Paln - Growth |
|---|---|---|
| Others | 100 | 100 |
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