Compare Kotak Banking and PSU Debt Fund vs Sundaram Banking & PSU Fund
Risk | Moderate | Moderate |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹250 |
Expense Ratio | 0.75 | 0.41 |
NAV | ₹67.22 | ₹44.17 |
Fund Started | 11 Dec 1998 | 20 Dec 2004 |
Fund Size | ₹5701.42 Cr | ₹377.41 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
3.0
4.0
Min SIP Amount
₹100
₹250
Expense Ratio
0.75
0.41
NAV
₹67.22
₹44.17
Fund Started
11 Dec 1998
20 Dec 2004
Fund Size
₹5701.42 Cr
₹377.41 Cr
Exit Load
-
-
1 Year | 7.60% | 7.47% |
3 Year | 7.44% | 7.42% |
5 Year | 5.98% | 5.62% |
1 Year
7.60%
7.47%
3 Year
7.44%
7.42%
5 Year
5.98%
5.62%
Equity | 0.00% | 0.00% |
Cash | 3.14% | 4.11% |
Equity
0.00%
0.00%
Cash
3.14%
4.11%
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Name | Palha Khanna | Dwijendra Srivastava |
Start Date | 28 Feb 2024 | 02 Jul 2025 |
Name
Palha Khanna
Dwijendra Srivastava
Start Date
28 Feb 2024
02 Jul 2025
Description | The scheme seeks to generate income by predominantly investing in debt & money market securities issued by Banks, Public Sector Undertaking (PSUs), Public Financial Institutions (PFI), Municipal Bonds and Reverse repos in such securities, sovereign securities issued by the Central Government and State Governments, and/or any security unconditionally guaranteed by the Govt. of India. | The scheme seeks to generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds. |
Launch Date | 11 Dec 1998 | 20 Dec 2004 |
Description
The scheme seeks to generate income by predominantly investing in debt & money market securities issued by Banks, Public Sector Undertaking (PSUs), Public Financial Institutions (PFI), Municipal Bonds and Reverse repos in such securities, sovereign securities issued by the Central Government and State Governments, and/or any security unconditionally guaranteed by the Govt. of India.
The scheme seeks to generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds.
Launch Date
11 Dec 1998
20 Dec 2004