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)	₹1269 Cr	₹4290 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	-3.17%	-3.48%
6 Month	13.82%	14.14%
1 Year	7.87%	9.06%
3 Year	-	18.16%
5 Year	-	-

Scheme Name	Kotak Banking & Financial Services Fund - Regular Plan - Growth	HDFC Banking and Financial Services Fund - Growth Option
6 Month	5.49%	6.66%
1 Year	14.8%	17.46%
3 Year	-	17.58%
5 Year	-	-

Scheme Name	Kotak Banking & Financial Services Fund - Regular Plan - Growth	HDFC Banking and Financial Services Fund - Growth Option
1 Year	20.65%	17.14%
3 Year	-	14.76%
5 Year	-	-

Scheme Name	Kotak Banking & Financial Services Fund - Regular Plan - Growth	HDFC Banking and Financial Services Fund - Growth Option
Standard Deviation	-	13.81%
Sharp	-	1.18%
Beta	-	0.89%
Alpha	-	6.00%

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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