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

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tortoise-icon Kotak Banking and PSU Debt - Growth

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

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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 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 0.78% 0.74%
6 Month 3.98% 4.07%
1 Year 7.67% 7.73%
3 Year 5.77% 5.7%
5 Year 6.59% 6.21%

SIP Return Analysis

Scheme Name Kotak Banking and PSU Debt - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
6 Month - -
1 Year 3.29% 3.14%
3 Year 9.46% 8.99%
5 Year 15.87% 14.93%

Rolling Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Year 5.7% 5.33%
3 Year 12.95% 12.11%
5 Year 16.39% 15.28%

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%

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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 96.97 99.98

Sector Allocation

Scheme Name

Kotak Banking and PSU Debt - Growth

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

Others 96.97 4.13
Sovereign - 11.55
Construction - 0.36
Financial - 81.72
Energy - 2.22

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