Sundaram Banking and PSU Debt Fund Regular Plan vs Kotak Banking and PSU Debt compare
Kotak Banking and PSU Debt - Growth
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Fund | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹5655 Cr | ₹336 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹250 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Dec 1998 | 30 Dec 2004 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Banking and PSU Debt | Nifty Banking and PSU Debt Index A-II |
Turn Over | 24% | 18% |
Expense Ratio | 0.75 | 0.42 |
Manager | Abhishek Bisen | Dwijendra Srivastava |
ISIN Code | INF174K01FO3 | INF903J01IN3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
1 Month | 0.86% | 0.91% |
6 Month | 4.8% | 4.87% |
1 Year | 9.4% | 9.46% |
3 Year | 7.53% | 7.42% |
5 Year | 6.63% | 5.85% |
SIP Return Analysis
Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
6 Month | 2.6% | 2.71% |
1 Year | 9.39% | 9.65% |
3 Year | 8.12% | 8.17% |
5 Year | 6.92% | 6.67% |
Rolling Lumpsum Returns
Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
1 Year | 7.21% | 7.93% |
3 Year | 6.58% | 7.63% |
5 Year | 7.02% | 7.78% |
Risk Management
Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.07% | 1.18% |
Sharp | -0.219% | -0.49% |
Beta | 0.827% | 2.28% |
Alpha | -0.154% | 3.99% |
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Fund Managers
Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Name | Abhishek Bisen | Dwijendra Srivastava |
Total AUM | ₹0 Cr | ₹14140 Cr |
Funds Managed | 33 | 14 |
Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Banking and PSU Debt - Growth |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Others | 100 | 100.03 |
Sector Allocation
Scheme Name |
Kotak Banking and PSU Debt - Growth |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
---|---|---|
Others | 100 | 100.03 |
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