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 Nippon India Banking and Financial Services Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Nippon India Banking and Financial Services Fund-Growth Plan-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 Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹1027 Cr ₹6226 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2023 26 May 2003
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI NIFTY 50 TRI
Turn Over 3.53% 38%
Expense Ratio 2.19 1.88
Manager Abhishek Bisen Vinay Sharma
ISIN Code INF174KA1MA7 INF204K01927
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 Nippon India Banking & 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 Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
1 Month -0.54% 0.67%
6 Month -5.44% -3.95%
1 Year 5.6% 6.51%
3 Year - 15.13%
5 Year - 13.73%

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
6 Month - -
1 Year -3.96% -1.07%
3 Year - 14.58%
5 Year - 19.37%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
1 Year 22.7% 21.65%
3 Year - 18.64%
5 Year - 17.19%

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Standard Deviation - 14.243%
Sharp - 0.59%
Beta - 0.908%
Alpha - 5.37%

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 Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Name Abhishek Bisen Vinay Sharma
Total AUM ₹0 Cr ₹14183 Cr
Fund Manage 33 3
Kotak Banking & Financial Services Fund - Regular Plan - Growth Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Others 1.15 0.82
Large Cap 77.23 77.26
Small Cap 13.32 11.07
Mid Cap 7.79 10.85

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Others 1.15 0.82
Banks 68.04 -
Finance 19.53 -
Insurance 6.51 8.13
Capital Markets 4.26 -
Financial - 89.48
Services - 1.57

Top Comparisons

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns20.77%

VS

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns18.62%

Compare Now

Nippon India Small Cap Fund - Growth Plan - Growth Option Nippon India Small Cap Fund - Growth Plan - Growth Option

3Y Returns21.81%

VS

Quant Small Cap Fund-Growth Quant Small Cap Fund-Growth

3Y Returns21.2%

Compare Now

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns8.73%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns8.73%

Compare Now

Mahindra Manulife Large Cap Fund - Regular Plan - Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns10.76%

VS

SBI Blue Chip Fund-Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth

3Y Returns11.96%

Compare Now
Add to Cart Successfully