Kotak Banking & Financial Services Fund vs Baroda BNP Paribas Banking and Financial Services Fund compare

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

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tortoise-icon Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

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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 Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹916 Cr ₹147 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2023 22 Jun 2012
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI NIFTY Financial Services TRI
Turn Over 3.53% 82%
Expense Ratio 2.27 2.46
Manager Abhishek Bisen Miten Vora
ISIN Code INF174KA1MA7 INF955L01856
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 Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
1 Month 0.93% 5.32%
6 Month 14.96% 9.92%
1 Year 25.07% 26.21%
3 Year - 13.25%
5 Year - 14.02%

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
6 Month - 7.09%
1 Year 9.75% 13.41%
3 Year 14.13% 32.75%
5 Year 14.13% 53.95%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
1 Year 17.69% 15.59%
3 Year 20.49% 39.97%
5 Year 20.49% 55.7%

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Standard Deviation - 15.28%
Sharp - 0.59%
Beta - 0.92%
Alpha - 2.49%

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Fund Managers

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Name Abhishek Bisen Miten Vora
Total AUM ₹0 Cr ₹6478 Cr
Fund Manage 33 6
Kotak Banking & Financial Services Fund - Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Large Cap 77.23 69.4
Small Cap 13.32 18.31
Mid Cap 7.79 8.61
Others 1.15 7.97

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Banks 68.04 68.98
Finance 19.53 18.11
Insurance 6.51 1.72
Capital Markets 4.26 6.37
Others 1.15 7.97
Financial Technology (Fintech) - 1.14

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