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HDFC Banking and Financial Services Fund vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
HDFC Banking and Financial Services Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1367 Cr | ₹4513 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Feb 2023 | 30 Jun 2021 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 3.53% | 26.23% |
| Expense Ratio | 2.19 | 1.9 |
| Manager | Abhishek Bisen | Dhruv Muchhal |
| ISIN Code | INF174KA1MA7 | INF179KC1BJ4 |
| 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 | HDFC Banking and Financial Services Fund - 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 | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| 1 Month | 0.31% | 1.54% |
| 6 Month | 4.6% | 5.48% |
| 1 Year | 8.27% | 12% |
| 3 Year | - | 15.25% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| 6 Month | 3.55% | 5.02% |
| 1 Year | 19.47% | 23.69% |
| 3 Year | - | 16.75% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| 1 Year | 17.94% | 15.86% |
| 3 Year | - | 15.32% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.35% |
| Sharp | - | 0.74% |
| Beta | - | 0.94% |
| Alpha | - | 2.26% |
Fund Managers
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Dhruv Muchhal |
| Total AUM | ₹0 Cr | ₹520687 Cr |
| Funds Managed | 33 | 40 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Others | 13.55 | 10.41 |
| Small Cap | 17.8 | 16.06 |
| Large Cap | 59.67 | 61.77 |
| Mid Cap | 8.98 | 11.77 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Others | 2.07 | 2.97 |
| Financial Services | 96.09 | 95.74 |
| Technology | 1.84 | 0.19 |
| Healthcare | - | 1.11 |
Top Comparisons
Kotak Aggressive Hybrid Fund - Growth
3Y Returns14.27%
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3Y Returns16.04%
ICICI Prudential Multi-Asset Fund - Growth
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SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns17.53%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns21.78%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns34.27%
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns22.96%
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns15.73%
