Sundaram Financial Services Opportunities Fund Regular Plan vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart 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) | ₹916 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 | 2.27 | 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 | 0.93% | 0.99% |
6 Month | 14.96% | 14.76% |
1 Year | 25.07% | 30.95% |
3 Year | - | 19.35% |
5 Year | - | 18.89% |
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% |
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 17.69% | 21.17% |
3 Year | 20.49% | 57.22% |
5 Year | 20.49% | 81.29% |
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 |
---|---|---|
Large Cap | 77.23 | 71.45 |
Small Cap | 13.32 | 19.74 |
Mid Cap | 7.79 | 3.32 |
Others | 1.15 | 5.48 |
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Banks | 68.04 | - |
Finance | 19.53 | - |
Insurance | 6.51 | 2.71 |
Capital Markets | 4.26 | - |
Others | 1.15 | 3.12 |
Financial | - | 92.18 |
Unclassified | - | 1.98 |
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