HSBC Banking and 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 HSBC Banking and PSU Debt Fund - Regular 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 HSBC Banking and PSU Debt Fund - Regular Growth
Fund Kotak Banking and PSU Debt - Growth HSBC Banking and PSU Debt Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹5728 Cr ₹4683 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 29 Dec 1998 01 Jan 2013
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark CRISIL Banking and PSU Debt NIFTY Banking and PSU Debt Index
Turn Over 24% 15%
Expense Ratio 0.76 0.61
Manager Abhishek Bisen Jalpan Shah
ISIN Code INF174K01FO3 INF677K01AE7
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth HSBC Banking and PSU Debt Fund - Regular Growth
1 Month 0.78% 0.62%
6 Month 3.98% 3.62%
1 Year 7.67% 7.02%
3 Year 5.77% 4.49%
5 Year 6.59% 5.75%

SIP Return Analysis

Scheme Name Kotak Banking and PSU Debt - Growth HSBC Banking and PSU Debt Fund - Regular Growth
6 Month - -
1 Year 3.29% 3.16%
3 Year 9.46% 8.34%
5 Year 15.87% 13.55%

Rolling Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth HSBC Banking and PSU Debt Fund - Regular Growth
1 Year 5.7% 4.96%
3 Year 12.95% 10.77%
5 Year 16.39% 13.87%

Risk Management

Scheme Name Kotak Banking and PSU Debt - Growth HSBC Banking and PSU Debt Fund - Regular Growth
Standard Deviation 1.07% 1.82%
Sharp -0.01% -0.62%
Beta 1.83% 3.07%
Alpha 3.66% 5.03%

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Fund Managers

Scheme Name Kotak Banking and PSU Debt - Growth HSBC Banking and PSU Debt Fund - Regular Growth
Name Abhishek Bisen Jalpan Shah
Total AUM ₹0 Cr ₹16521 Cr
Fund Manage 33 6
Kotak Banking and PSU Debt - Growth HSBC Banking and PSU Debt Fund - Regular Growth

Market Cap

Scheme Name

Kotak Banking and PSU Debt - Growth

HSBC Banking and PSU Debt Fund - Regular Growth

Others 97.07 100

Sector Allocation

Scheme Name

Kotak Banking and PSU Debt - Growth

HSBC Banking and PSU Debt Fund - Regular Growth

Others 0.27 1.15
Sovereign - 22.54
Financial - 60.88
Energy - 15.43

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