Aditya Birla Sun Life Banking and Financial Services Fund vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Chart Comparison
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) | ₹1027 Cr | ₹3101 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 | 0.65% | 1.25% |
6 Month | 5.37% | 7.52% |
1 Year | 10.74% | 11.27% |
3 Year | - | 23.08% |
5 Year | - | 24.01% |
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 | 9.78% | 10.94% |
1 Year | 16.4% | 18.37% |
3 Year | - | 17.22% |
5 Year | - | 17.01% |
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 | - | 14.932% |
Sharp | - | 0.453% |
Beta | - | 0.96% |
Alpha | - | 3.029% |
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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 | 5.39 | 6.76 |
Large Cap | 68.53 | 64.53 |
Small Cap | 13.88 | 16.03 |
Mid Cap | 12.21 | 12.68 |
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 | 2.38 | 4 |
Financial Services | 97.62 | 94.79 |
Technology | - | 1.22 |
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