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UTI Banking & PSU Fund vs Kotak Banking and PSU Debt compare
Kotak Banking and PSU Debt - Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹5983 Cr | ₹810 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 29 Dec 1998 | 03 Feb 2014 |
| 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% | 24% |
| Expense Ratio | 0.75 | 0.54 |
| Manager | Abhishek Bisen | Anurag Mittal |
| ISIN Code | INF174K01FO3 | INF789F014Z9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.04% | 0.29% |
| 6 Month | 4.31% | 4.68% |
| 1 Year | 8.11% | 8.34% |
| 3 Year | 7.43% | 7.14% |
| 5 Year | 6.11% | 7.02% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.46% | 1.84% |
| 1 Year | 7.71% | 8.41% |
| 3 Year | 7.85% | 7.87% |
| 5 Year | 6.92% | 7.72% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.27% | 7.58% |
| 3 Year | 6.63% | 7.12% |
| 5 Year | 6.98% | 6.17% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.08% | 1.26% |
| Sharp | 0.80% | 0.47% |
| Beta | 1.18% | 1.56% |
| Alpha | -0.21% | -0.82% |
Fund Managers
| Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Anurag Mittal |
| Total AUM | ₹0 Cr | ₹35669 Cr |
| Funds Managed | 33 | 7 |
| Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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