Axis Banking & PSU Debt Fund vs Kotak Banking and PSU Debt compare

Link copied to clipboard!

tortoise-icon Kotak Banking and PSU Debt - Growth

Invest Now

tortoise-icon Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Banking and PSU Debt - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Fund Kotak Banking and PSU Debt - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹5811 Cr ₹13283 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 29 Dec 1998 01 Jun 2012
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% %
Expense Ratio 0.75 0.63% (As on 30-08-2024)
Manager Abhishek Bisen Hardik Shah
ISIN Code INF174K01FO3 INF846K01CB0
Exits Load Nil/365 0.25% if redeemed/switched out within 1 month from date of allotment W.e.f 12./11/2012 NIL if redeemed/switched out from date of allotment W.e.f 14/07/2014/365

Trailing Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Month 0.52% 0.48%
6 Month 4.29% 3.93%
1 Year 8.07% 7.53%
3 Year 5.94% 5.76%
5 Year 6.48% 6.02%

SIP Return Analysis

Scheme Name Kotak Banking and PSU Debt - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
6 Month - -
1 Year 8.3% 7.72%
3 Year 7.13% 6.69%
5 Year 6.41% 6%

Rolling Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Year 7.19% 7.95%
3 Year 6.64% 8.18%
5 Year 7.04% 8.07%

Risk Management

Scheme Name Kotak Banking and PSU Debt - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Standard Deviation 1.07% 0.87%
Sharp -0.01% -0.4%
Beta 1.83% 1.63%
Alpha 3.66% 2.92%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Banking and PSU Debt - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Name Abhishek Bisen Hardik Shah
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 33 12
Kotak Banking and PSU Debt - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Market Cap

Scheme Name

Kotak Banking and PSU Debt - Growth

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Others 97.22 99.98

Sector Allocation

Scheme Name

Kotak Banking and PSU Debt - Growth

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Others 97.22 4.13
Sovereign - 11.55
Construction - 0.36
Financial - 81.72
Energy - 2.22

Top Comparisons

BANDHAN Flexi Cap Fund - Regular Plan - Growth BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns11.71%

VS

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns12.88%

Compare Now

Invesco India Smallcap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth

3Y Returns23.07%

VS

UTI Small Cap Fund - Regular Plan - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option

3Y Returns17.92%

Compare Now

SBI Magnum Comma Fund - Regular Plan - Growth SBI Magnum Comma Fund - Regular Plan - Growth

3Y Returns10.77%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns20.71%

Compare Now

HDFC Short Term  Debt Fund - Growth Option HDFC Short Term Debt Fund - Growth Option

3Y Returns6.12%

VS

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns5.45%

Compare Now
Request call back
Add to Cart Successfully