Kotak Banking & Financial Services Fund vs HDFC Banking and Financial Services Fund compare

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Kotak Banking & Financial Services Fund - Regular Plan - Growth

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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

Scheme Name	Kotak Banking & Financial Services Fund - Regular Plan - Growth	HDFC Banking and Financial Services Fund - Growth Option
1 Month	0.33%	0.05%
6 Month	14.9%	16.8%
1 Year	5.53%	4.57%
3 Year	-	14.61%
5 Year	-	-

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	-	-

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	-	-

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%

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