UTI Banking & PSU Fund vs Kotak Banking and PSU Debt 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 | 2.06% | 1.69% |
6 Month | 4.96% | 4.52% |
1 Year | 9.62% | 8.9% |
3 Year | 7.19% | 9.16% |
5 Year | 6.67% | 7.26% |
SIP Return Analysis
Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 3.09% | 2.72% |
1 Year | 10.2% | 9.29% |
3 Year | 8.3% | 7.83% |
5 Year | 7% | 7.65% |
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% |
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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 |
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 |
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