Aditya Birla Sun Life Banking & PSU Debt Fund vs Kotak Banking and PSU Debt compare

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tortoise-icon Kotak Banking and PSU Debt - Growth

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tortoise-icon Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Banking and PSU Debt - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Fund Kotak Banking and PSU Debt - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹5728 Cr ₹9395 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 29 Dec 1998 05 Apr 2008
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark CRISIL Banking and PSU Debt NIFTY Banking and PSU Debt Total Return Index
Turn Over 24% 0.0%
Expense Ratio 0.76 0.73
Manager Abhishek Bisen Harshil Suvarnkar
ISIN Code INF174K01FO3 INF209K01LV0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
1 Month 0.78% 0.75%
6 Month 3.98% 3.91%
1 Year 7.67% 7.54%
3 Year 5.77% 5.61%
5 Year 6.59% 6.5%

SIP Return Analysis

Scheme Name Kotak Banking and PSU Debt - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
6 Month - -
1 Year 3.29% 3.28%
3 Year 9.46% 9.38%
5 Year 15.87% 15.76%

Rolling Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
1 Year 5.7% 5.68%
3 Year 12.95% 12.83%
5 Year 16.39% 16.23%

Risk Management

Scheme Name Kotak Banking and PSU Debt - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Standard Deviation 1.07% 0.96%
Sharp -0.01% -0.14%
Beta 1.83% 1.81%
Alpha 3.66% 3.5%

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Fund Managers

Scheme Name Kotak Banking and PSU Debt - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Name Abhishek Bisen Harshil Suvarnkar
Total AUM ₹0 Cr ₹55823 Cr
Fund Manage 33 13
Kotak Banking and PSU Debt - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Market Cap

Scheme Name

Kotak Banking and PSU Debt - Growth

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Others 97.07 63.05

Sector Allocation

Scheme Name

Kotak Banking and PSU Debt - Growth

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Others 0.27 2.88
Sovereign - 22.47
Financial - 36.75
Energy - 0.95

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