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
| 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) | ₹916 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 | 2.27 | 2.11 |
| Manager | Abhishek Bisen | Rohit Seksaria |
| ISIN Code | INF174KA1MA7 | INF903J01629 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.93% | 0.99% |
| 6 Month | 14.96% | 14.76% |
| 1 Year | 25.07% | 30.95% |
| 3 Year | - | 19.35% |
| 5 Year | - | 18.89% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.75% | 12.5% |
| 3 Year | 14.13% | 40.26% |
| 5 Year | 14.13% | 71.75% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.69% | 21.17% |
| 3 Year | 20.49% | 57.22% |
| 5 Year | 20.49% | 81.29% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.56% |
| Sharp | - | 0.9% |
| Beta | - | 0.9% |
| Alpha | - | 6.92% |
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| 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 |
| Fund Manage | 33 | 15 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.15 | 5.48 |
| Large Cap | 77.23 | 71.45 |
| Small Cap | 13.32 | 19.74 |
| Mid Cap | 7.79 | 3.32 |
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.15 | 3.12 |
| Banks | 68.04 | - |
| Finance | 19.53 | - |
| Insurance | 6.51 | 2.71 |
| Capital Markets | 4.26 | - |
| Financial | - | 92.18 |
| Unclassified | - | 1.98 |
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