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HDFC 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 HDFC Banking and Financial Services Fund - Growth Option

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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 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) ₹1204 Cr ₹4041 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 0.88% 0.56%
6 Month 14.48% 16.36%
1 Year 5.64% 4.82%
3 Year - 15.1%
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 0.94% 0.64%
1 Year 11.92% 12.52%
3 Year - 14.24%
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 19.37% 16.2%
3 Year - 15.28%
5 Year - -

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth HDFC Banking and Financial Services Fund - Growth Option
Standard Deviation - 12.84%
Sharp - 0.63%
Beta - 0.89%
Alpha - 4.76%

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 12.15 7.93
Small Cap 16.49 17.4
Mid Cap 9.5 13.16
Large Cap 61.87 61.52

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

HDFC Banking and Financial Services Fund - Growth Option

Others 1.39 2.34
Financial Services 98.61 95.9
Technology - 0.68
Healthcare - 1.08

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