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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 | 1.54% | 0.66% |
| 6 Month | 4.82% | 3.73% |
| 1 Year | 9.52% | 6.49% |
| 3 Year | 7.16% | 4.96% |
| 5 Year | 6.85% | - |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.1% | - |
| 1 Year | 10.16% | 1.75% |
| 3 Year | 8.32% | 4.21% |
| 5 Year | 7.01% | 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% |
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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 |
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