Kotak Banking & Financial Services Fund vs Baroda BNP Paribas Banking and Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1204 Cr | ₹295 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Feb 2023 | 22 Jun 2012 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Financial Services TRI | NIFTY Financial Services TRI |
Turn Over | 3.53% | 82% |
Expense Ratio | 2.19 | 2.41 |
Manager | Abhishek Bisen | Miten Vora |
ISIN Code | INF174KA1MA7 | INF955L01856 |
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 | Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - 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 | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
1 Month | 0.88% | -0.44% |
6 Month | 14.48% | 14.04% |
1 Year | 5.64% | 10.87% |
3 Year | - | 15.04% |
5 Year | - | 19.68% |
SIP Return Analysis
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
6 Month | 0.94% | 1.12% |
1 Year | 11.92% | 12.84% |
3 Year | - | 16.32% |
5 Year | - | 15.21% |
Rolling Lumpsum Returns
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
1 Year | 19.37% | 12.37% |
3 Year | - | 12.22% |
5 Year | - | 11.7% |
Risk Management
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
Standard Deviation | - | 15.28% |
Sharp | - | 0.71% |
Beta | - | 0.95% |
Alpha | - | 1.76% |
Fund Managers
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
Name | Abhishek Bisen | Miten Vora |
Total AUM | ₹0 Cr | ₹6478 Cr |
Funds Managed | 33 | 6 |
Kotak Banking & Financial Services Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
Market Cap
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
Others | 12.15 | 8.06 |
Small Cap | 16.49 | 10.12 |
Mid Cap | 9.5 | 12.69 |
Large Cap | 61.87 | 69.13 |
Sector Allocation
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
---|---|---|
Others | 1.39 | 3.81 |
Financial Services | 98.61 | 94.79 |
Technology | - | 1.4 |
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