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Kotak Banking & Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Chart Comparison
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 | 9.9% | 10.53% |
| 6 Month | 0.52% | 0.02% |
| 1 Year | 15.44% | 12.64% |
| 3 Year | - | 14.4% |
| 5 Year | - | 24.81% |
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% | 2.23% |
| 1 Year | 3.48% | 2.21% |
| 3 Year | - | 13.2% |
| 5 Year | - | 15.11% |
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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