Kotak Banking & Financial Services Fund vs Quant BFSI Fund Regular compare

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

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tortoise-icon Quant BFSI Fund Regular - Growth

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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 Quant BFSI Fund Regular - Growth
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹949 Cr ₹619 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2023 05 Jun 2023
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open-ended
Benchmark NIFTY Financial Services TRI NIFTY Financial Services TRI
Turn Over 3.53% %
Expense Ratio 2.23 2.32
Manager Abhishek Bisen Sanjeev Sharma
ISIN Code INF174KA1MA7 INF966L01CA6
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 15 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Month -3.51% -8.78%
6 Month 8.04% -7.77%
1 Year 21.19% 22.66%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
6 Month - -
1 Year 19.66% 0.92%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Year 23.85% 50.02%
3 Year - -
5 Year - -

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Name Abhishek Bisen Sanjeev Sharma
Total AUM ₹0 Cr ₹39731 Cr
Fund Manage 33 22
Kotak Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Others 1.15 14.74
Large Cap 77.23 31.36
Small Cap 13.32 44.63
Mid Cap 7.79 9.25

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Others 1.15 14.74
Banks 68.04 9.13
Finance 19.53 50.76
Insurance 6.51 17.53
Capital Markets 4.26 -
Petroleum Products - 4.36
Telecom - Services - 3.46

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