DSP Banking & Financial Services Fund vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
DSP Banking & Financial Services Fund - Reg (G)
Chart Comparison
Overview
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1027 Cr | ₹1012 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 27 Feb 2023 | 08 Dec 2023 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Financial Services TRI | NIFTY Financial Services TRI |
Turn Over | 3.53% | % |
Expense Ratio | 2.19 | 2.19 |
Manager | Abhishek Bisen | Dhaval Gada |
ISIN Code | INF174KA1MA7 | INF740KA1TN0 |
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 | DSP 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
1 Month | 6.91% | 6.2% |
6 Month | -5.22% | -3.21% |
1 Year | 10.71% | 19.48% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
6 Month | 1.18% | 4.1% |
1 Year | 4.27% | 13.99% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
1 Year | 22.7% | 16.36% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
Name | Abhishek Bisen | Dhaval Gada |
Total AUM | ₹0 Cr | ₹21050 Cr |
Funds Managed | 33 | 4 |
Kotak Banking & Financial Services Fund - Regular Plan - Growth | DSP Banking & Financial Services Fund - Reg (G) |
Market Cap
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
Others | 5.39 | 19.42 |
Large Cap | 68.53 | 68.39 |
Small Cap | 13.88 | 6.31 |
Mid Cap | 12.21 | 5.88 |
Sector Allocation
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
DSP Banking & Financial Services Fund - Reg (G) |
---|---|---|
Others | 2.38 | 17.94 |
Financial Services | 97.62 | 80.49 |
Technology | - | 1.57 |
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