Nippon India Banking and Financial Services Fund vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
---|---|---|
Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1027 Cr | ₹6226 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Feb 2023 | 26 May 2003 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Financial Services TRI | NIFTY 50 TRI |
Turn Over | 3.53% | 38% |
Expense Ratio | 2.19 | 1.88 |
Manager | Abhishek Bisen | Vinay Sharma |
ISIN Code | INF174KA1MA7 | INF204K01927 |
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 | Nippon India Banking & Financial Services Fund - Growth charges 1.0% 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 | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | 8.86% | 6.38% |
6 Month | -4.83% | -5.21% |
1 Year | 14.03% | 12.51% |
3 Year | - | 18.35% |
5 Year | - | 27.57% |
SIP Return Analysis
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 1.18% | 1.54% |
1 Year | 4.27% | 4.66% |
3 Year | - | 16.96% |
5 Year | - | 20.24% |
Rolling Lumpsum Returns
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 22.7% | 21.65% |
3 Year | - | 18.64% |
5 Year | - | 17.19% |
Risk Management
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | - | 13.71% |
Sharp | - | 0.705% |
Beta | - | 0.887% |
Alpha | - | 6.22% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
---|---|---|
Name | Abhishek Bisen | Vinay Sharma |
Total AUM | ₹0 Cr | ₹14183 Cr |
Funds Managed | 33 | 3 |
Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
Market Cap
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
---|---|---|
Others | 5.39 | 1.15 |
Large Cap | 68.53 | 68.88 |
Small Cap | 13.88 | 13.55 |
Mid Cap | 12.21 | 16.41 |
Sector Allocation
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
---|---|---|
Others | 2.38 | 1.15 |
Financial Services | 97.62 | 96.09 |
Technology | - | 2.76 |
Top Comparisons
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns15.62%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns12.18%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.06%
SBI Banking & PSU Fund - Regular Paln - Growth
3Y Returns6.18%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns12.96%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns12.96%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns13.21%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns15.67%