Kotak Banking & Financial Services Fund vs Mirae Asset Banking and Financial Services Fund Regular Growth compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Mirae Asset Banking and Financial Services Fund Regular Growth

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 Mirae Asset Banking and Financial Services Fund Regular Growth
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth Mirae Asset Banking and Financial Services Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹949 Cr ₹1822 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2023 11 Dec 2020
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over 3.53% 30%
Expense Ratio 2.23 2.05
Manager Abhishek Bisen Gaurav Kochar
ISIN Code INF174KA1MA7 INF769K01GU5
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 If redeemed within 1 year (365 days) from the date of allotment: 1%. If redeemed after 1 year (365 days) from the date of allotment: NIL./365

Trailing Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Mirae Asset Banking and Financial Services Fund Regular Growth
1 Month -2.91% -3.83%
6 Month 8.71% 7.02%
1 Year 21.94% 19.47%
3 Year - 12.12%
5 Year - -

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Mirae Asset Banking and Financial Services Fund Regular Growth
6 Month - -
1 Year 19.66% 16.66%
3 Year - 18.88%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Mirae Asset Banking and Financial Services Fund Regular Growth
1 Year 23.85% 18.12%
3 Year - 14.92%
5 Year - -

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Mirae Asset Banking and Financial Services Fund Regular Growth
Standard Deviation - 14.7%
Sharp - 0.7%
Beta - 0.92%
Alpha - 4.02%

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 Mirae Asset Banking and Financial Services Fund Regular Growth
Name Abhishek Bisen Gaurav Kochar
Total AUM ₹0 Cr ₹1507 Cr
Fund Manage 33 1
Kotak Banking & Financial Services Fund - Regular Plan - Growth Mirae Asset Banking and Financial Services Fund Regular Growth

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Mirae Asset Banking and Financial Services Fund Regular Growth

Others 1.15 2.13
Large Cap 77.23 67.14
Small Cap 13.32 16.58
Mid Cap 7.79 14.14

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Mirae Asset Banking and Financial Services Fund Regular Growth

Others 1.15 0.56
Banks 68.04 -
Finance 19.53 -
Insurance 6.51 4.37
Capital Markets 4.26 -
Financial - 94.35
Services - 0.71

Top Comparisons

SBI Magnum Medium Duration Fund - Regular Plan - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth

3Y Returns5.98%

VS

DSP Bond Fund - Growth DSP Bond Fund - Growth

3Y Returns5.73%

Compare Now

HDFC Low Duration  Fund - Growth HDFC Low Duration Fund - Growth

3Y Returns6.02%

VS

LIC MF LOW DURATION FUND-Growth LIC MF LOW DURATION FUND-Growth

3Y Returns5.67%

Compare Now

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns5.82%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns5.79%

Compare Now

SBI Technology Opportunities Fund - Regular Plan - Growth SBI Technology Opportunities Fund - Regular Plan - Growth

3Y Returns10.28%

VS

Nippon India Nifty IT Index Fund - Reg (G) Nippon India Nifty IT Index Fund - Reg (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully