Kotak Banking and PSU Debt vs Sundaram Banking and PSU Debt Fund Regular Plan compare

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tortoise-icon Kotak Banking and PSU Debt - Growth

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tortoise-icon Sundaram Banking and PSU Debt Fund Regular Plan - 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 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) ₹5811 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 0.75 0.41
Manager Abhishek Bisen Dwijendra Srivastava
ISIN Code INF174K01FO3 INF903J01IN3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.52% 0.44%
6 Month 4.29% 4.25%
1 Year 8.07% 8.05%
3 Year 5.94% 5.73%
5 Year 6.48% 5.57%

SIP Return Analysis

Scheme Name Kotak Banking and PSU Debt - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 8.3% 8.35%
3 Year 7.13% 7.03%
5 Year 6.41% 5.93%

Rolling Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 7.19% 7.91%
3 Year 6.64% 7.64%
5 Year 7.04% 7.8%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

Kotak Banking and PSU Debt - Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 97.22 100

Sector Allocation

Scheme Name

Kotak Banking and PSU Debt - Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 97.22 3.07
Sovereign - 21.53
Financial - 63.26
Energy - 12.14

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