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

Link copied to clipboard!

tortoise-icon Kotak Banking and PSU Debt - Growth

Invest Now

tortoise-icon Tata Banking & PSU Debt Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Banking and PSU Debt - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
Fund Kotak Banking and PSU Debt - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹5728 Cr ₹208 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Dec 1998 05 Oct 2019
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark CRISIL Banking and PSU Debt CRISIL Banking and PSU Debt
Turn Over 24% 10%
Expense Ratio 0.76 0.72
Manager Abhishek Bisen Amit Somani
ISIN Code INF174K01FO3 INF277K011X2
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
1 Month 0.78% 0.66%
6 Month 3.98% 3.73%
1 Year 7.67% 6.49%
3 Year 5.77% 4.97%
5 Year 6.59% -

SIP Return Analysis

Scheme Name Kotak Banking and PSU Debt - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
6 Month - -
1 Year 3.29% 3.25%
3 Year 9.46% 8.99%
5 Year 15.87% 14.02%

Rolling Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
1 Year 5.7% 5.1%
3 Year 12.95% 11.6%
5 Year 16.39% 14.05%

Risk Management

Scheme Name Kotak Banking and PSU Debt - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
Standard Deviation 1.07% 1.14%
Sharp -0.01% -0.41%
Beta 1.83% 2.09%
Alpha 3.66% 3.71%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Banking and PSU Debt - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
Name Abhishek Bisen Amit Somani
Total AUM ₹0 Cr ₹43127 Cr
Fund Manage 33 7
Kotak Banking and PSU Debt - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Banking and PSU Debt - Growth

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Others 97.07 100

Sector Allocation

Scheme Name

Kotak Banking and PSU Debt - Growth

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Others 0.27 24.83
Financial - 65.33
Energy - 9.84

Top Comparisons

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns5.23%

VS

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns5.12%

Compare Now

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns6.12%

VS

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns5.26%

Compare Now

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns6.03%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.03%

Compare Now

Tata India Consumer Fund-Regular Plan-Growth Tata India Consumer Fund-Regular Plan-Growth

3Y Returns22.45%

VS

UTI India Consumer Fund - Regular Plan - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns18.54%

Compare Now
Request call back
Add to Cart Successfully