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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) ₹1027 Cr ₹3101 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2023 14 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 2.19 1.99
Manager Abhishek Bisen Dhaval Gala
ISIN Code INF174KA1MA7 INF209K011W7
Exits Load Kotak Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./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 8.86% 7.45%
6 Month -4.83% -6.52%
1 Year 14.03% 11.27%
3 Year - 15.65%
5 Year - 23.46%

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 1.95% 2%
1 Year 4.16% 2.01%
3 Year - 13.85%
5 Year - 16.11%

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 22.7% 16.58%
3 Year - 14.76%
5 Year - 12.61%

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 - 14.932%
Sharp - 0.453%
Beta - 0.96%
Alpha - 3.029%

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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
Funds Managed 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 5.39 6.76
Large Cap 68.53 64.53
Small Cap 13.88 16.03
Mid Cap 12.21 12.68

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 2.38 4
Financial Services 97.62 94.79
Technology - 1.22

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