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

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tortoise-icon Kotak Banking and PSU Debt - Growth

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tortoise-icon UTI Banking & PSU Fund- Regular Plan - Growth Option

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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 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) ₹5728 Cr ₹839 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 29 Dec 1998 05 Jan 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 0.76 0.57
Manager Abhishek Bisen Anurag Mittal
ISIN Code INF174K01FO3 INF789F014Z9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Month 0.78% 0.74%
6 Month 3.98% 3.9%
1 Year 7.67% 7.45%
3 Year 5.77% 7.67%
5 Year 6.59% 6.89%

SIP Return Analysis

Scheme Name Kotak Banking and PSU Debt - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
6 Month - -
1 Year 3.29% 3.25%
3 Year 9.46% 11.27%
5 Year 15.87% 18.9%

Rolling Lumpsum Returns

Scheme Name Kotak Banking and PSU Debt - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Year 5.7% 6.31%
3 Year 12.95% 15.9%
5 Year 16.39% 19.31%

Risk Management

Scheme Name Kotak Banking and PSU Debt - Growth UTI Banking & PSU Fund- Regular Plan - Growth Option
Standard Deviation 1.07% 3.26%
Sharp -0.01% 0.53%
Beta 1.83% -1.46%
Alpha 3.66% -1.18%

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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
Fund Manage 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 97.07 99.98

Sector Allocation

Scheme Name

Kotak Banking and PSU Debt - Growth

UTI Banking & PSU Fund- Regular Plan - Growth Option

Others 0.27 4.65
Sovereign - 19.74
Financial - 70.11
Energy - 5.48

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