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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 | 10.85% | 11.92% |
| 6 Month | 3.88% | 4.21% |
| 1 Year | 17.82% | 17.14% |
| 3 Year | - | 17.87% |
| 5 Year | - | 28.08% |
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 | 7.27% | 8.09% |
| 1 Year | 13.43% | 15.46% |
| 3 Year | - | 19.99% |
| 5 Year | - | 21.65% |
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% |
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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 |
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