Sundaram Financial Services Opportunities Fund Regular Plan vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Invest NowSundaram Financial Services Opportunities Fund Regular Plan - Growth
Invest NowChart Comparison
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) | ₹949 Cr | ₹1386 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 | 2.23 | 2.11 |
Manager | Abhishek Bisen | Rohit Seksaria |
ISIN Code | INF174KA1MA7 | INF903J01629 |
Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Month | -3.51% | -6.29% |
6 Month | 8.04% | 1.82% |
1 Year | 21.19% | 15.7% |
3 Year | - | 14.76% |
5 Year | - | 14.73% |
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 19.66% | 12.05% |
3 Year | - | 21.82% |
5 Year | - | 21.07% |
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% |
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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Get Free Experts GuidanceScheme 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 |
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 1.15 | 5.02 |
Large Cap | 77.23 | 58.86 |
Small Cap | 13.32 | 29.57 |
Mid Cap | 7.79 | 6.67 |
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 1.15 | 5.02 |
Banks | 68.04 | 60.7 |
Finance | 19.53 | 23.92 |
Insurance | 6.51 | 2.28 |
Capital Markets | 4.26 | 7.17 |
Financial Technology (Fintech) | - | 1.03 |
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