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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 | 4.78% | 7.12% |
| 6 Month | 5.52% | 5.45% |
| 1 Year | 17.93% | 15.85% |
| 3 Year | - | 18.5% |
| 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 | 7.27% | 7.62% |
| 1 Year | 13.43% | 12.72% |
| 3 Year | - | 17.61% |
| 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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