Bandhan Financial Services Fund vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Bandhan Financial Services Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Bandhan Financial Services Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1367 Cr | ₹1105 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2023 | 28 Jul 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 3.53% | % |
| Expense Ratio | 2.19 | 2.23 |
| Manager | Abhishek Bisen | Manish Gunwani |
| ISIN Code | INF174KA1MA7 | INF194KB1GE6 |
| 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 | Bandhan Financial Services Fund - Regular Plan - Growth charges 0.5% 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 | Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.5% | -1.9% |
| 6 Month | 4.33% | 3.26% |
| 1 Year | 9.93% | 7.44% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| 6 Month | 3.55% | 3.72% |
| 1 Year | 19.47% | 19.01% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| 1 Year | 17.94% | 15.28% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| Name | Abhishek Bisen | Manish Gunwani |
| Total AUM | ₹0 Cr | ₹8731 Cr |
| Funds Managed | 33 | 4 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | Bandhan Financial Services Fund - Regular (G) |
Market Cap
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| Others | 16.41 | 12.52 |
| Small Cap | 15.37 | 17.03 |
| Large Cap | 59.68 | 53.78 |
| Mid Cap | 8.55 | 16.67 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| Others | 1.59 | 3.48 |
| Financial Services | 96.66 | 92.74 |
| Technology | 1.75 | 3.78 |
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