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) ₹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

Trailing Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 0.93% 0.99%
6 Month 14.96% 14.76%
1 Year 25.07% 30.95%
3 Year - 19.35%
5 Year - 18.89%

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 9.75% 12.5%
3 Year 14.13% 40.26%
5 Year 14.13% 71.75%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 24.01% 16.39%
3 Year - 13.33%
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 5.48
Large Cap 77.23 71.45
Small Cap 13.32 19.74
Mid Cap 7.79 3.32

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 1.15 3.12
Banks 68.04 -
Finance 19.53 -
Insurance 6.51 2.71
Capital Markets 4.26 -
Financial - 92.18
Unclassified - 1.98

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