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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) | ₹1396 Cr | ₹4489 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 | 1.27% | 0.62% |
| 6 Month | 5.63% | 6.31% |
| 1 Year | 20.23% | 21.35% |
| 3 Year | - | 18.04% |
| 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 | 0.61% | 1.57% |
| 1 Year | 8.15% | 11.2% |
| 3 Year | - | 14.14% |
| 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 | 15.72% | 15.58% |
| 3 Year | - | 15.83% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 18.15% |
| Sharp | - | 0.8% |
| Beta | - | 0.95% |
| Alpha | - | 1.6% |
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 | 19.87 | 12.77 |
| Small Cap | 13.57 | 15.73 |
| Large Cap | 56.74 | 61.88 |
| Mid Cap | 9.82 | 9.63 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Others | 2.75 | 0.65 |
| Financial Services | 95.61 | 98.31 |
| Technology | 1.64 | 0.16 |
| Healthcare | - | 0.87 |
Top Comparisons
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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
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3Y Returns14.6%
