Kotak Banking & Financial Services Fund vs SBI Banking & Financial Services Fund compare

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

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tortoise-icon SBI Banking & Financial Services Fund - Regular Plan - 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 SBI Banking & Financial Services Fund - Regular Plan - Growth
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹949 Cr ₹5858 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2023 01 Feb 2015
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over 3.53% 84%
Expense Ratio 2.23 1.82
Manager Abhishek Bisen Pradeep Kesavan
ISIN Code INF174KA1MA7 INF200KA1473
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 0.50% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
1 Month 0.93% 0.69%
6 Month 14.96% 16.59%
1 Year 25.07% 33.66%
3 Year - 15.66%
5 Year - 16.63%

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
6 Month - -
1 Year 9.75% 13.85%
3 Year 14.13% 32.19%
5 Year 14.13% 56.99%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
1 Year 24.01% 17.41%
3 Year - 14.91%
5 Year - 13.33%

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
Standard Deviation - 14.44%
Sharp - 0.68%
Beta - 0.84%
Alpha - 4%

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Fund Managers

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
Name Abhishek Bisen Pradeep Kesavan
Total AUM ₹0 Cr ₹434274 Cr
Fund Manage 33 43
Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

SBI Banking & Financial Services Fund - Regular Plan - Growth

Others 1.15 6.86
Large Cap 77.23 67.25
Small Cap 13.32 8.37
Mid Cap 7.79 17.5

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

SBI Banking & Financial Services Fund - Regular Plan - Growth

Others 1.15 2.3
Banks 68.04 -
Finance 19.53 -
Insurance 6.51 4.06
Capital Markets 4.26 -
Financial - 93.62

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