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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 Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹5794 Cr | ₹377 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 | 0.41 |
| 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 Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.08% | 0.11% |
| 6 Month | 2.39% | 2.34% |
| 1 Year | 7.57% | 7.5% |
| 3 Year | 7.43% | 7.42% |
| 5 Year | 5.98% | 5.63% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.44% | 1.15% |
| 1 Year | 6.85% | 6.36% |
| 3 Year | 7.65% | 7.51% |
| 5 Year | 6.99% | 6.74% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.05% | 7.96% |
| 3 Year | 6.39% | 7.6% |
| 5 Year | 6.81% | 7.7% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.07% | 1.18% |
| Sharp | -0.01% | -0.49% |
| Beta | 1.83% | 2.28% |
| Alpha | 3.66% | 3.99% |
Fund Managers
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU 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 Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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