Aditya Birla Sun Life Banking and Financial Services Fund vs Kotak Banking & Financial Services Fund compare

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tortoise-icon Kotak Banking & Financial Services Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹949 Cr ₹3278 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2023 01 Dec 2013
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over 3.53% 20%
Expense Ratio 2.23 1.99
Manager Abhishek Bisen Dhaval Gala
ISIN Code INF174KA1MA7 INF209K011W7
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
1 Month -2.91% -4.62%
6 Month 8.71% 5.68%
1 Year 21.94% 16.45%
3 Year - 10.99%
5 Year - 12.35%

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
6 Month - -
1 Year 19.66% 13.75%
3 Year - 17.78%
5 Year - 18.25%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
1 Year 23.85% 16.87%
3 Year - 14.93%
5 Year - 12.72%

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Standard Deviation - 15.35%
Sharp - 0.59%
Beta - 0.93%
Alpha - 2.6%

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Fund Managers

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Name Abhishek Bisen Dhaval Gala
Total AUM ₹0 Cr ₹23597 Cr
Fund Manage 33 7
Kotak Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Others 1.15 1.94
Large Cap 77.23 64.37
Small Cap 13.32 18.04
Mid Cap 7.79 15.65

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Others 1.15 1.94
Banks 68.04 61.48
Finance 19.53 25.62
Insurance 6.51 5.65
Capital Markets 4.26 5.31

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