Sundaram Banking and PSU Debt Fund Regular Plan vs Kotak Banking and PSU Debt compare
Kotak Banking and PSU Debt - Growth
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Chart Comparison
| 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 |
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.51% | 0.46% |
| 6 Month | 4.28% | 4.27% |
| 1 Year | 8.07% | 8.03% |
| 3 Year | 5.95% | 5.75% |
| 5 Year | 6.49% | 5.59% |
| 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% |
| 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% |
| 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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| 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 |
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 97.22 | 100 |
| 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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