Kotak Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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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