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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
Overview
| 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 | Moderate |
| Asset Size (Cr) | ₹5655 Cr | ₹336 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 | 0.42 |
| Manager | Abhishek Bisen | Dwijendra Srivastava |
| ISIN Code | INF174K01FO3 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.84% | 1.77% |
| 6 Month | 4.79% | 4.82% |
| 1 Year | 9.5% | 9.57% |
| 3 Year | 7.12% | 6.99% |
| 5 Year | 6.75% | 5.94% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.1% | 3.11% |
| 1 Year | 10.16% | 10.28% |
| 3 Year | 8.32% | 8.31% |
| 5 Year | 7.01% | 6.72% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.21% | 7.93% |
| 3 Year | 6.58% | 7.63% |
| 5 Year | 7.02% | 7.78% |
Risk Management
| Scheme Name | Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.07% | 1.18% |
| Sharp | -0.219% | -0.49% |
| Beta | 0.827% | 2.28% |
| Alpha | -0.154% | 3.99% |
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Fund Managers
| 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 |
| Funds Managed | 33 | 14 |
| Kotak Banking and PSU Debt - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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