Kotak Banking & Financial Services Fund vs SBI Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
SBI Banking & Financial Services Fund - Regular Plan - Growth
Chart Comparison
| 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) | ₹916 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 | 2.27 | 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 |
| 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% |
| 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% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.69% | 18.33% |
| 3 Year | 20.49% | 45.65% |
| 5 Year | 20.49% | 65.44% |
| 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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| 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 |
| 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 |
| 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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