Kotak Banking and PSU Debt vs HDFC Banking and PSU Debt Fund compare
Kotak Banking and PSU Debt - Growth
HDFC Banking and PSU Debt Fund - Growth Option
Chart Comparison
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) | ₹5794 Cr | ₹5901 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Dec 1998 | 26 Mar 2014 |
| Category | PSU Themes | PSU Themes |
| 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 | 0.75 | 0.79 |
| Manager | Abhishek Bisen | Anil Bamboli |
| ISIN Code | INF174K01FO3 | INF179KA1JC4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| 1 Month | 0.63% | 0.45% |
| 6 Month | 2.48% | 2.26% |
| 1 Year | 8.13% | 7.92% |
| 3 Year | 7.58% | 7.51% |
| 5 Year | 6.06% | 5.89% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 1.71% | 1.49% |
| 1 Year | 7.49% | 7.05% |
| 3 Year | 7.88% | 7.67% |
| 5 Year | 7.09% | 6.89% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.02% | 7.82% |
| 3 Year | 6.38% | 7.54% |
| 5 Year | 6.82% | 7.08% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.17% | 1.14% |
| Sharp | 0.69% | 0.70% |
| Beta | 1.09% | 1.04% |
| Alpha | -0.02% | -0.01% |
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 |
| Funds Managed | 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 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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