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
| 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) | ₹916 Cr | ₹2228 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2023 | 18 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 | 2.27 | 1.99 |
| Manager | Abhishek Bisen | Amey Sathe |
| ISIN Code | INF174KA1MA7 | INF277K01Y86 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit load of 0.25% if redeemed within 30 days./365 |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.93% | 7.3% |
| 6 Month | 14.96% | 20.68% |
| 1 Year | 25.07% | 21.9% |
| 3 Year | - | 14.85% |
| 5 Year | - | 16.42% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.75% | 8.04% |
| 3 Year | 14.13% | 28.88% |
| 5 Year | 14.13% | 52.45% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 17.69% | 17.17% |
| 3 Year | 20.49% | 44.35% |
| 5 Year | 20.49% | 60.84% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 15.02% |
| Sharp | - | 0.52% |
| Beta | - | 0.96% |
| Alpha | - | 3.89% |
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| 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 |
| Fund Manage | 33 | 4 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.15 | 3.23 |
| Large Cap | 77.23 | 57.88 |
| Small Cap | 13.32 | 28.52 |
| Mid Cap | 7.79 | 10.37 |
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.15 | 3.23 |
| Banks | 68.04 | - |
| Finance | 19.53 | - |
| Insurance | 6.51 | 4 |
| Capital Markets | 4.26 | - |
| Financial | - | 89.4 |
| Healthcare | - | 1.16 |
| Services | - | 2.21 |
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