Sundaram Financial Services Opportunities Fund Regular Plan vs Kotak Banking & Financial Services Fund compare

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

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tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

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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 Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹986 Cr ₹1453 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 27 Feb 2023 10 Jun 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over 3.53% 58%
Expense Ratio 2.21 2.11
Manager Abhishek Bisen Rohit Seksaria
ISIN Code INF174KA1MA7 INF903J01629
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 Sundaram Financial Services Opportunities Fund - Growth charges 0.5% 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 Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 1.07% 0.6%
6 Month 3.65% -1.7%
1 Year 11.37% 5.96%
3 Year - 17.73%
5 Year - 14.21%

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month - -
1 Year 10.85% 2.63%
3 Year - 18.74%
5 Year - 19.72%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 23.85% 16.22%
3 Year - 13.25%
5 Year - 13.15%

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation - 14.56%
Sharp - 0.9%
Beta - 0.9%
Alpha - 6.92%

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Fund Managers

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Abhishek Bisen Rohit Seksaria
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 33 15
Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 1.15 4.32
Large Cap 77.23 61.19
Small Cap 13.32 27.27
Mid Cap 7.79 6.8

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 1.15 4.32
Banks 68.04 63.87
Finance 19.53 22.74
Insurance 6.51 2.23
Capital Markets 4.26 5.31
Financial Technology (Fintech) - 1.11

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