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Aditya Birla Sun Life Banking and Financial Services Fund 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 Aditya Birla Sun Life Banking and Financial Services 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 Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1213 Cr ₹3515 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2023 14 Dec 2013
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over 3.53% 20%
Expense Ratio 2.19 1.99
Manager Abhishek Bisen Dhaval Gala
ISIN Code INF174KA1MA7 INF209K011W7
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 Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - 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 Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
1 Month 3.27% 3.69%
6 Month 9.48% 11.52%
1 Year 9.14% 9.09%
3 Year - 22.75%
5 Year - 23%

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
6 Month 10.68% 11.73%
1 Year 21.09% 23.05%
3 Year - 18.14%
5 Year - 17.53%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
1 Year 20.65% 16.09%
3 Year - 14.78%
5 Year - 12.71%

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Standard Deviation - 14.48%
Sharp - 1.10%
Beta - 0.92%
Alpha - 5.28%

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Fund Managers

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Name Abhishek Bisen Dhaval Gala
Total AUM ₹0 Cr ₹23597 Cr
Funds Managed 33 7
Kotak Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Others 4.55 6.97
Mid Cap 11.07 11.42
Large Cap 72.9 65.99
Small Cap 11.48 15.63

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Others 1.32 3.94
Financial Services 98.68 94.88
Technology - 1.18

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