Mirae Asset Banking and Financial Services Fund Regular Growth 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 Mirae Asset Banking and Financial Services Fund Regular 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 Mirae Asset Banking and Financial Services Fund Regular Growth
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth Mirae Asset Banking and Financial Services Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹986 Cr ₹1845 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2023 11 Dec 2020
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over 3.53% 30%
Expense Ratio 2.21 2.06
Manager Abhishek Bisen Gaurav Kochar
ISIN Code INF174KA1MA7 INF769K01GU5
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Mirae Asset Banking and Financial Services Fund Regular Growth
1 Month 1.07% 2.24%
6 Month 3.65% 2.71%
1 Year 11.37% 11.29%
3 Year - 15.29%
5 Year - -

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Mirae Asset Banking and Financial Services Fund Regular Growth
6 Month - -
1 Year 10.85% 10.73%
3 Year - 17.51%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Mirae Asset Banking and Financial Services Fund Regular Growth
1 Year 23.85% 18.12%
3 Year - 14.92%
5 Year - -

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Mirae Asset Banking and Financial Services Fund Regular Growth
Standard Deviation - 14.7%
Sharp - 0.7%
Beta - 0.92%
Alpha - 4.02%

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 Mirae Asset Banking and Financial Services Fund Regular Growth
Name Abhishek Bisen Gaurav Kochar
Total AUM ₹0 Cr ₹1507 Cr
Fund Manage 33 1
Kotak Banking & Financial Services Fund - Regular Plan - Growth Mirae Asset Banking and Financial Services Fund Regular Growth

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Mirae Asset Banking and Financial Services Fund Regular Growth

Others 1.15 2.13
Large Cap 77.23 67.14
Small Cap 13.32 16.58
Mid Cap 7.79 14.14

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Mirae Asset Banking and Financial Services Fund Regular Growth

Others 1.15 0.56
Banks 68.04 -
Finance 19.53 -
Insurance 6.51 4.37
Capital Markets 4.26 -
Financial - 94.35
Services - 0.71

Top Comparisons

Tata Young Citizens Fund -Regular Plan-Growth Option Tata Young Citizens Fund -Regular Plan-Growth Option

3Y Returns13.77%

VS

Axis Children's Fund - Lock in - Growth Axis Children's Fund - Lock in - Growth

3Y Returns6.9%

Compare Now

Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

3Y Returns12.05%

VS

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns18.03%

Compare Now

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns5.89%

VS

LIC MF Overnight Fund Regular - Growth LIC MF Overnight Fund Regular - Growth

3Y Returns5.87%

Compare Now

Mahindra Manulife Small Cap Fund - Regular Plan - Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth

3Y Returns0%

VS

Quant Small Cap Fund-Growth Quant Small Cap Fund-Growth

3Y Returns26.12%

Compare Now
Request call back
Add to Cart Successfully