Kotak Banking and PSU Debt vs UTI Banking & PSU Fund compare
Kotak Banking and PSU Debt - Growth
UTI Banking & PSU Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹5655 Cr | ₹814 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 29 Dec 1998 | 03 Feb 2014 |
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% | 24% |
Expense Ratio | 0.75 | 0.54 |
Manager | Abhishek Bisen | Anurag Mittal |
ISIN Code | INF174K01FO3 | INF789F014Z9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 1.26% | 0.96% |
6 Month | 3.75% | 3.75% |
1 Year | 8.14% | 7.79% |
3 Year | 6.63% | 8.62% |
5 Year | 6.54% | 7.27% |
SIP Return Analysis
Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 1.78% | 1.75% |
1 Year | 7.65% | 7.43% |
3 Year | 7.41% | 7.29% |
5 Year | 6.47% | 7.28% |
Rolling Lumpsum Returns
Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 7.21% | 7.49% |
3 Year | 6.58% | 7% |
5 Year | 7.02% | 5.95% |
Risk Management
Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.07% | 3.195% |
Sharp | -0.219% | 0.552% |
Beta | 0.827% | -1.107% |
Alpha | -0.154% | 1.73% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Name | Abhishek Bisen | Anurag Mittal |
Total AUM | ₹0 Cr | ₹35669 Cr |
Funds Managed | 33 | 7 |
Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Banking and PSU Debt - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Banking and PSU Debt - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns5.61%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns6.07%
Invesco India Largecap Fund - Growth
3Y Returns13.56%
HSBC Large Cap Fund - Regular Growth
3Y Returns12.77%
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns24.29%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns13.69%