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Kotak Banking & Financial Services Fund vs Tata Banking And Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Tata Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1027 Cr | ₹2324 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2023 | 28 Dec 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% | 10.36% |
| Expense Ratio | 2.19 | 0.55 |
| Manager | Abhishek Bisen | Amey Sathe |
| ISIN Code | INF174KA1MA7 | INF277K01Y86 |
| 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 | Tata Banking And Financial Services Fund - Growth charges 0.25% 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 | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 7.2% | 9.09% |
| 6 Month | 4.58% | 6.2% |
| 1 Year | 19.87% | 21.2% |
| 3 Year | - | 19.73% |
| 5 Year | - | 23.43% |
SIP Return Analysis
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 7.27% | 9.02% |
| 1 Year | 13.43% | 18.05% |
| 3 Year | - | 19.61% |
| 5 Year | - | 18.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 22.7% | 16.78% |
| 3 Year | - | 13.75% |
| 5 Year | - | 13.75% |
Risk Management
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 15.02% |
| Sharp | - | 0.68% |
| Beta | - | 0.92% |
| Alpha | - | 2.82% |
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Fund Managers
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Name | Abhishek Bisen | Amey Sathe |
| Total AUM | ₹0 Cr | ₹11910 Cr |
| Funds Managed | 33 | 4 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.39 | 1.31 |
| Large Cap | 68.53 | 60 |
| Small Cap | 13.88 | 23.82 |
| Mid Cap | 12.21 | 14.87 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.38 | 1.31 |
| Financial Services | 97.62 | 96.96 |
| Technology | - | 1.72 |
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