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) | ₹1239 Cr | ₹1056 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 | 3.49% | 3.1% |
| 6 Month | 7.1% | 6.6% |
| 1 Year | 9.87% | 8.77% |
| 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 | 0.72% | 0.25% |
| 1 Year | 11.09% | 9.51% |
| 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 | 12.38 | 12.39 |
| Small Cap | 17.85 | 13.91 |
| Large Cap | 60.72 | 57.51 |
| Mid Cap | 9.05 | 16.19 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| Others | 1.3 | 6.11 |
| Financial Services | 96.83 | 91.89 |
| Technology | 1.87 | 2.01 |
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