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) | ₹986 Cr | ₹1453 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 | 2.21 | 2.11 |
| Manager | Abhishek Bisen | Rohit Seksaria |
| ISIN Code | INF174KA1MA7 | INF903J01629 |
| Exits Load | Kotak Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.07% | 0.6% |
| 6 Month | 3.65% | -1.7% |
| 1 Year | 11.37% | 5.96% |
| 3 Year | - | 17.73% |
| 5 Year | - | 14.21% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.85% | 2.63% |
| 3 Year | - | 18.74% |
| 5 Year | - | 19.72% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.85% | 16.22% |
| 3 Year | - | 13.25% |
| 5 Year | - | 13.15% |
| 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 | 4.32 |
| Large Cap | 77.23 | 61.19 |
| Small Cap | 13.32 | 27.27 |
| Mid Cap | 7.79 | 6.8 |
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.15 | 4.32 |
| Banks | 68.04 | 63.87 |
| Finance | 19.53 | 22.74 |
| Insurance | 6.51 | 2.23 |
| Capital Markets | 4.26 | 5.31 |
| Financial Technology (Fintech) | - | 1.11 |
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