Kotak Banking & Financial Services Fund vs HDFC Banking and Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
HDFC Banking and Financial Services Fund - Growth Option
Chart Comparison
Overview
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) | ₹1027 Cr | ₹3650 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 27 Feb 2023 | 30 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 | 2.19 | 1.9 |
Manager | Abhishek Bisen | Dhruv Muchhal |
ISIN Code | INF174KA1MA7 | INF179KC1BJ4 |
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 | HDFC Banking and Financial Services Fund - 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 | HDFC Banking and Financial Services Fund - Growth Option |
---|---|---|
1 Month | 6.91% | 4.72% |
6 Month | -5.22% | -6.97% |
1 Year | 10.71% | 7.6% |
3 Year | - | 13.9% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
---|---|---|
6 Month | 1.18% | -0.56% |
1 Year | 4.27% | -0.14% |
3 Year | - | 14.11% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
---|---|---|
1 Year | 22.7% | 18.94% |
3 Year | - | 14.3% |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
---|---|---|
Standard Deviation | - | 14.282% |
Sharp | - | 0.49% |
Beta | - | 0.925% |
Alpha | - | 3.907% |
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Fund Managers
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 |
Funds Managed | 33 | 40 |
Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
Market Cap
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
HDFC Banking and Financial Services Fund - Growth Option |
---|---|---|
Others | 5.39 | 2.73 |
Large Cap | 68.53 | 63.5 |
Small Cap | 13.88 | 20 |
Mid Cap | 12.21 | 13.77 |
Sector Allocation
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
HDFC Banking and Financial Services Fund - Growth Option |
---|---|---|
Others | 2.38 | 1.09 |
Financial Services | 97.62 | 96.99 |
Technology | - | 0.55 |
Healthcare | - | 1.37 |
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