Kotak Banking & Financial Services Fund vs HDFC 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 HDFC Banking and Financial Services Fund - 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 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) ₹949 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 2.23 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

Trailing Lumpsum Returns

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 - -

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth HDFC Banking and Financial Services Fund - Growth Option
1 Year 24.01% 20.36%
3 Year - 14.52%
5 Year - -

Risk Management

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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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
Fund Manage 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 1.15 1.11
Large Cap 77.23 71.89
Small Cap 13.32 18.49
Mid Cap 7.79 8.51

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

HDFC Banking and Financial Services Fund - Growth Option

Others 1.15 0.5
Banks 68.04 -
Finance 19.53 -
Insurance 6.51 5.17
Capital Markets 4.26 -
Financial - 92.23
Services - 2.1

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