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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) | ₹5795 Cr | ₹4065 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 | 0.23% | 0.24% |
| 6 Month | 4.29% | 4.48% |
| 1 Year | 7.7% | 7.85% |
| 3 Year | 7.32% | 7.18% |
| 5 Year | 6.14% | 5.69% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | SBI Banking & PSU Fund - Regular Paln - Growth |
|---|---|---|
| 6 Month | 1.04% | 1.16% |
| 1 Year | 7.01% | 7.37% |
| 3 Year | 7.64% | 7.59% |
| 5 Year | 6.82% | 6.54% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | SBI Banking & PSU Fund - Regular Paln - Growth |
|---|---|---|
| 1 Year | 7.27% | 7.96% |
| 3 Year | 6.63% | 7.97% |
| 5 Year | 6.98% | 8.14% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | SBI Banking & PSU Fund - Regular Paln - Growth |
|---|---|---|
| Standard Deviation | 1.18% | 1.20% |
| Sharp | 0.49% | 0.30% |
| Beta | 1.26% | 1.37% |
| Alpha | -0.34% | -0.64% |
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
Kotak Midcap Fund - Growth
3Y Returns20.16%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns21.5%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns15.59%
Kotak Focused Fund- Regular plan _ Growth Option
3Y Returns14.82%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns15%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns14.52%
Kotak Gold Fund Growth
3Y Returns27.7%
SBI Gold Fund Regular Plan - Growth
3Y Returns28.22%
