HDFC Banking and Financial Services Fund vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
HDFC Banking and Financial Services Fund - Growth Option
Chart Comparison
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹916 Cr | ₹3631 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Feb 2023 | 05 Jun 2021 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 3.53% | 26.23% |
| Expense Ratio | 2.27 | 1.89 |
| Manager | Abhishek Bisen | Dhruv Muchhal |
| ISIN Code | INF174KA1MA7 | INF179KC1BJ4 |
| 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 |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| 1 Month | 0.93% | 1% |
| 6 Month | 14.96% | 13.36% |
| 1 Year | 25.07% | 24.09% |
| 3 Year | - | 15.12% |
| 5 Year | - | - |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.75% | 10.17% |
| 3 Year | 14.13% | 30.49% |
| 5 Year | 14.13% | 30.49% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| 1 Year | 17.69% | 15.92% |
| 3 Year | 20.49% | 37.3% |
| 5 Year | 20.49% | 37.3% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 18.15% |
| Sharp | - | 0.67% |
| Beta | - | 0.92% |
| Alpha | - | 3.42% |
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| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Dhruv Muchhal |
| Total AUM | ₹0 Cr | ₹520687 Cr |
| Fund Manage | 33 | 40 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Large Cap | 77.23 | 71.89 |
| Small Cap | 13.32 | 18.49 |
| Mid Cap | 7.79 | 8.51 |
| Others | 1.15 | 1.11 |
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Banks | 68.04 | - |
| Finance | 19.53 | - |
| Insurance | 6.51 | 5.17 |
| Capital Markets | 4.26 | - |
| Others | 1.15 | 0.5 |
| Financial | - | 92.23 |
| Services | - | 2.1 |
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