HDFC Banking and 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 HDFC Banking and PSU Debt Fund - 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 HDFC Banking and PSU Debt Fund - Growth Option
Fund Kotak Banking and PSU Debt - Growth HDFC Banking and PSU Debt Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹5728 Cr ₹6011 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Dec 1998 03 Mar 2014
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% 14.32%
Expense Ratio 0.76 0.79
Manager Abhishek Bisen Anil Bamboli
ISIN Code INF174K01FO3 INF179KA1JC4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth HDFC Banking and PSU Debt Fund - Growth Option
1 Month 0.78% 0.77%
6 Month 3.98% 3.94%
1 Year 7.67% 7.54%
3 Year 5.77% 5.56%
5 Year 6.59% 6.51%

SIP Return Analysis

Scheme Name Kotak Banking and PSU Debt - Growth HDFC Banking and PSU Debt Fund - Growth Option
6 Month - -
1 Year 3.29% 3.29%
3 Year 9.46% 9.33%
5 Year 15.87% 15.61%

Rolling Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth HDFC Banking and PSU Debt Fund - Growth Option
1 Year 5.7% 5.62%
3 Year 12.95% 12.65%
5 Year 16.39% 16.03%

Risk Management

Scheme Name Kotak Banking and PSU Debt - Growth HDFC Banking and PSU Debt Fund - Growth Option
Standard Deviation 1.07% 0.98%
Sharp -0.01% -0.23%
Beta 1.83% 1.88%
Alpha 3.66% 3.54%

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 HDFC Banking and PSU Debt Fund - Growth Option
Name Abhishek Bisen Anil Bamboli
Total AUM ₹0 Cr ₹135442 Cr
Fund Manage 33 12
Kotak Banking and PSU Debt - Growth HDFC Banking and PSU Debt Fund - Growth Option

Market Cap

Scheme Name

Kotak Banking and PSU Debt - Growth

HDFC Banking and PSU Debt Fund - Growth Option

Others 97.07 100.07

Sector Allocation

Scheme Name

Kotak Banking and PSU Debt - Growth

HDFC Banking and PSU Debt Fund - Growth Option

Others 0.27 3.18
Sovereign - 13.2
Construction - 3.21
Financial - 74.44
Communication - 2.28
Energy - 3.76

Top Comparisons

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns5.24%

VS

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

3Y Returns8.02%

Compare Now

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns28.3%

VS

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns30.88%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns22.98%

VS

HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth

3Y Returns15.2%

Compare Now

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns12.29%

VS

Tata Silver Exchange Traded Fund Tata Silver Exchange Traded Fund

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully