Kotak Banking and PSU Debt vs Sundaram Banking and PSU Debt Fund Regular Plan compare
Kotak Banking and PSU Debt - Growth
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹5728 Cr | ₹328 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 30 Dec 2004 |
| 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 A-II |
| Turn Over | 24% | 18% |
| Expense Ratio | 0.76 | 0.41 |
| Manager | Abhishek Bisen | Dwijendra Srivastava |
| ISIN Code | INF174K01FO3 | INF903J01IN3 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.78% | 0.88% |
| 6 Month | 3.98% | 4.22% |
| 1 Year | 7.67% | 7.86% |
| 3 Year | 5.77% | 5.45% |
| 5 Year | 6.59% | 5.73% |
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.29% | 3.31% |
| 3 Year | 9.46% | 9.16% |
| 5 Year | 15.87% | 14.17% |
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.7% | 4.83% |
| 3 Year | 12.95% | 11.3% |
| 5 Year | 16.39% | 14.55% |
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.07% | 1.18% |
| Sharp | -0.01% | -0.49% |
| Beta | 1.83% | 2.28% |
| Alpha | 3.66% | 3.99% |
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| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Dwijendra Srivastava |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Fund Manage | 33 | 14 |
| Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 97.07 | 100 |
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.27 | 3.07 |
| Sovereign | - | 21.53 |
| Financial | - | 63.26 |
| Energy | - | 12.14 |
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