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Compare Sundaram Banking & PSU Fund vs Kotak Banking and PSU Debt Fund

Risk

Moderate
Moderate

Rating

4.0
3.0

Min SIP Amount

₹250
₹100

Expense Ratio

0.44
0.75

NAV

₹44.16
₹67.22

Fund Started

20 Dec 2004
11 Dec 1998

Fund Size

₹376.88 Cr
₹5608.26 Cr

Exit Load

-
-

1 Year

6.95%
7.08%

3 Year

7.22%
7.30%

5 Year

5.57%
5.94%

Equity

0.00%
0.00%

Cash

6.04%
6.94%

Top 10 Holdings

-
-

Name

-
-

Start Date

-
-

Description

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.
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.

Launch Date

20 Dec 2004
11 Dec 1998

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