Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Banking & Financial Services Fund vs HDFC Banking and Financial Services Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HDFC Banking and Financial Services Fund - Growth Option

Invest Now

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) ₹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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HDFC Silver ETF Fund of Fund - Growth Option HDFC Silver ETF Fund of Fund - Growth Option

3Y Returns0%

VS

Axis Silver Fund of Fund -Regular Plan- Growth Option Axis Silver Fund of Fund -Regular Plan- Growth Option

3Y Returns0%

Compare Now

Aditya Birla Sun Life Low Duration Fund - Growth Plan Aditya Birla Sun Life Low Duration Fund - Growth Plan

3Y Returns6.29%

VS

UTI Low Duration Fund - Regular Plan - Growth Option UTI Low Duration Fund - Regular Plan - Growth Option

3Y Returns6.76%

Compare Now

ICICI Prudential Bluechip Fund - Growth ICICI Prudential Bluechip Fund - Growth

3Y Returns15.3%

VS

Quant Large Cap Fund Regular - Growth Quant Large Cap Fund Regular - Growth

3Y Returns0%

Compare Now

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.72%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.72%

Compare Now
Add to Cart Successfully