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Kotak Banking & Financial Services Fund vs HDFC Banking and 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) ₹1027 Cr ₹3650 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 4.14% 7.19%
6 Month 2.33% 3.44%
1 Year 13.76% 12.48%
3 Year - 18.68%
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 7.42% 8.7%
1 Year 12.19% 13.69%
3 Year - 18.14%
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 22.7% 18.94%
3 Year - 14.3%
5 Year - -

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth HDFC Banking and Financial Services Fund - Growth Option
Standard Deviation - 14.282%
Sharp - 0.49%
Beta - 0.925%
Alpha - 3.907%

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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 5.39 2.73
Large Cap 68.53 63.5
Small Cap 13.88 20
Mid Cap 12.21 13.77

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

HDFC Banking and Financial Services Fund - Growth Option

Others 2.38 1.09
Financial Services 97.62 96.99
Technology - 0.55
Healthcare - 1.37

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