Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF Banking And Financial Services Fund vs Kotak Banking & Financial Services Fund compare

Link copied to clipboard!

tortoise-icon Kotak Banking & Financial Services Fund - Regular Plan - Growth

Invest Now

tortoise-icon LIC MF Banking & Financial Services Fund Regular-Growth

Invest Now

tortoise-icon LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1027 Cr ₹247 Cr ₹247 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 27 Feb 2023 27 Mar 2015 27 Mar 2015
Category Banking & Financial Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI Nifty Financial Services TRI
Turn Over 3.53% % 46%
Expense Ratio 2.19 2.42 2.42
Manager Abhishek Bisen Jaiprakash Toshniwal Jaiprakash Toshniwal
ISIN Code INF174KA1MA7 INF767K01NH2 INF767K01NH2
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 LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
1 Month 10.85% 11.27% 11.27%
6 Month 3.88% 0.32% 0.32%
1 Year 17.82% 7.57% 7.57%
3 Year - 13.1% 13.1%
5 Year - 19.19% 19.19%

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
6 Month 7.27% 6.19% 6.19%
1 Year 13.43% 6.1% 6.1%
3 Year - 11.35% 11.35%
5 Year - 13.6% 13.6%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
1 Year 22.7% 11.11% 11.11%
3 Year - 8.3% 8.3%
5 Year - 7.28% 7.28%

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Standard Deviation - 15.29% 15.29%
Sharp - 0.37% 0.37%
Beta - 0.95% 0.95%
Alpha - -1.65% -1.65%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Name Abhishek Bisen Jaiprakash Toshniwal Jaiprakash Toshniwal
Total AUM ₹0 Cr ₹2153 Cr ₹2153 Cr
Funds Managed 33 3 3
Kotak Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

LIC MF Banking & Financial Services Fund Regular-Growth

LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Others 5.39 4.03 4.03
Large Cap 68.53 57.72 57.72
Small Cap 13.88 29.4 29.4
Mid Cap 12.21 8.85 8.85

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

LIC MF Banking & Financial Services Fund Regular-Growth

LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Others 2.38 3.16 3.16
Financial Services 97.62 93.76 93.76
Consumer Cyclical - 1.56 1.56
Technology - 1.52 1.52

Top Comparisons

Nippon India Equity Savings Fund- Growth Plan- Bonus Option Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns7.98%

VS

DSP Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth

3Y Returns9.78%

Compare Now

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns13.55%

VS

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.83%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.79%

Compare Now

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns10.89%

VS

LIC MF Flexi Cap Fund-Regular Plan-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth

3Y Returns10.89%

Compare Now
Add to Cart Successfully