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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 Risk | Moderate Risk |
| 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 | 0.58% | 0.57% |
| 6 Month | 3.63% | 3.48% |
| 1 Year | 7.74% | 7.44% |
| 3 Year | 6.28% | 8.32% |
| 5 Year | 6.28% | 7.04% |
SIP Return Analysis
| Scheme Name | Kotak Banking and PSU Debt - Growth | UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.52% | 7.24% |
| 3 Year | 7.22% | 7.34% |
| 5 Year | 6.42% | 7.23% |
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 | 1.068% | 3.198% |
| Sharp | -0.121% | 0.565% |
| Beta | 0.82% | -1.082% |
| Alpha | -0.12% | 1.852% |
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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 | 100 | 99.98 |
Sector Allocation
| Scheme Name |
Kotak Banking and PSU Debt - Growth |
UTI Banking & PSU Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.98 |
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