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Kotak Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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

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tortoise-icon Sundaram Financial Services Opportunities 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 Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1027 Cr ₹1386 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 27 Feb 2023 10 Jun 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over 3.53% 58%
Expense Ratio 2.19 2.14
Manager Abhishek Bisen Rohit Seksaria
ISIN Code INF174KA1MA7 INF903J01629
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 Sundaram Financial Services Opportunities Fund - Growth charges 0.5% 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 Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 9.12% 6.84%
6 Month -3.5% -6.75%
1 Year 14.03% 8.24%
3 Year - 17.98%
5 Year - 25.23%

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 1.18% -0.1%
1 Year 4.27% -2.09%
3 Year - 16.3%
5 Year - 18.22%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 22.7% 15.9%
3 Year - 13.42%
5 Year - 13.25%

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation - 14.334%
Sharp - 0.693%
Beta - 0.933%
Alpha - 6.306%

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Fund Managers

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Abhishek Bisen Rohit Seksaria
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 33 15
Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 5.39 9.68
Large Cap 68.53 59.16
Small Cap 13.88 25.26
Mid Cap 12.21 5.9

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 2.38 5.61
Financial Services 97.62 94.39

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