Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Banking & PSU Fund vs Kotak Banking and PSU Debt compare

Link copied to clipboard!

tortoise-icon Kotak Banking and PSU Debt - Growth

Invest Now

tortoise-icon SBI Banking & PSU Fund - Regular Paln - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5794 Cr ₹4213 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 0.11% 0.15%
6 Month 2.55% 2.36%
1 Year 7.68% 7.52%
3 Year 7.47% 7.27%
5 Year 6.01% 5.43%

SIP Return Analysis

Scheme Name Kotak Banking and PSU Debt - Growth SBI Banking & PSU Fund - Regular Paln - Growth
6 Month 1.44% 1.21%
1 Year 6.85% 6.46%
3 Year 7.65% 7.38%
5 Year 6.99% 6.61%

Rolling Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth SBI Banking & PSU Fund - Regular Paln - Growth
1 Year 7.03% 7.97%
3 Year 6.38% 7.92%
5 Year 6.82% 8.12%

Risk Management

Scheme Name Kotak Banking and PSU Debt - Growth SBI Banking & PSU Fund - Regular Paln - Growth
Standard Deviation 1.17% 1.16%
Sharp 0.71% 0.56%
Beta 1.13% 1.11%
Alpha 0.06% -0.11%

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

Top Comparisons

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns18.08%

VS

Axis Quant Fund - Regular Plan - Growth Axis Quant Fund - Regular Plan - Growth

3Y Returns12.97%

Compare Now

HDFC Focused Fund - GROWTH PLAN HDFC Focused Fund - GROWTH PLAN

3Y Returns20.37%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns13.14%

Compare Now

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns6.85%

VS

HSBC Medium Duration Fund - Regular Growth HSBC Medium Duration Fund - Regular Growth

3Y Returns7.6%

Compare Now

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

Compare Now
Close
Popup Image
Welcome Back
Forgot Password?
Show Password
Register for Exclusive Access!
Show Password
Something Went Wrong...! Try Again.
Forgot Password?
Add to Cart Successfully