Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Kotak Banking and PSU Debt - Growth

Invest Now

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

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 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-icons

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 BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

3Y Returns5.61%

VS

UTI Medium Duration Fund - Regular Plan - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns6.07%

Compare Now

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns13.56%

VS

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns12.77%

Compare Now

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns24.29%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns13.69%

Compare Now
Add to Cart Successfully