Tata Banking & PSU Debt Fund vs Kotak Banking and PSU Debt compare
Kotak Banking and PSU Debt - Growth
Tata Banking & PSU Debt Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Banking and PSU Debt - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
---|---|---|
Fund | Kotak Banking and PSU Debt - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹5655 Cr | ₹208 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Dec 1998 | 10 Oct 2019 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Banking and PSU Debt | CRISIL Banking and PSU Debt |
Turn Over | 24% | 10% |
Expense Ratio | 0.75 | 0.72 |
Manager | Abhishek Bisen | Amit Somani |
ISIN Code | INF174K01FO3 | INF277K011X2 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Banking and PSU Debt - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
---|---|---|
1 Month | 1.04% | 0.66% |
6 Month | 5.25% | 3.73% |
1 Year | 9.58% | 6.49% |
3 Year | 7.65% | 4.96% |
5 Year | 6.65% | - |
SIP Return Analysis
Scheme Name | Kotak Banking and PSU Debt - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.6% | - |
1 Year | 9.39% | 1.75% |
3 Year | 8.12% | 4.21% |
5 Year | 6.92% | 4.38% |
Rolling Lumpsum Returns
Scheme Name | Kotak Banking and PSU Debt - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
---|---|---|
1 Year | 7.21% | 5.75% |
3 Year | 6.58% | 4.96% |
5 Year | 7.02% | 5.56% |
Risk Management
Scheme Name | Kotak Banking and PSU Debt - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 1.07% | 1.14% |
Sharp | -0.219% | -0.41% |
Beta | 0.827% | 2.09% |
Alpha | -0.154% | 3.71% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Banking and PSU Debt - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
---|---|---|
Name | Abhishek Bisen | Amit Somani |
Total AUM | ₹0 Cr | ₹43127 Cr |
Funds Managed | 33 | 7 |
Kotak Banking and PSU Debt - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Banking and PSU Debt - Growth |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Banking and PSU Debt - Growth |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 24.83 |
Financial | - | 65.33 |
Energy | - | 9.84 |
Top Comparisons
BANDHAN Banking & PSU Debt Fund - Regular Growth
3Y Returns7.21%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.44%
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
3Y Returns21.14%
Mirae Asset Equity allocator Fund Of Fund Regular Growth
3Y Returns19.63%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns22.9%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns14.17%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns27.22%
HDFC Mid-Cap Opportunities Fund - Growth Plan
3Y Returns30.27%