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Kotak Banking & Financial Services Fund vs LIC MF Banking And Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
LIC MF Banking & Financial Services Fund Regular-Growth
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1027 Cr | ₹247 Cr | ₹247 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 | ₹500 |
| Launch Date | 27 Feb 2023 | 27 Mar 2015 | 27 Mar 2015 |
| Category | Banking & Financial | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 3.53% | % | 46% |
| Expense Ratio | 2.19 | 2.42 | 2.42 |
| Manager | Abhishek Bisen | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| ISIN Code | INF174KA1MA7 | INF767K01NH2 | INF767K01NH2 |
| 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 | LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 6.98% | 7.97% | 7.97% |
| 6 Month | 5.61% | 4.87% | 4.87% |
| 1 Year | 18.09% | 9.59% | 9.59% |
| 3 Year | - | 18.55% | 18.55% |
| 5 Year | - | 20.46% | 20.46% |
SIP Return Analysis
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 4.4% | 3.95% | 3.95% |
| 1 Year | 7.1% | 2.06% | 2.06% |
| 3 Year | - | 8.9% | 8.9% |
| 5 Year | - | 11.8% | 11.8% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 22.7% | 11.11% | 11.11% |
| 3 Year | - | 8.3% | 8.3% |
| 5 Year | - | 7.28% | 7.28% |
Risk Management
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | - | 15.29% | 15.29% |
| Sharp | - | 0.58% | 0.58% |
| Beta | - | 0.97% | 0.97% |
| Alpha | - | -2.06% | -2.06% |
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Fund Managers
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Abhishek Bisen | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| Total AUM | ₹0 Cr | ₹2153 Cr | ₹2153 Cr |
| Funds Managed | 33 | 3 | 3 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 5.39 | 5.49 | 5.49 |
| Large Cap | 68.53 | 59.01 | 59.01 |
| Small Cap | 13.88 | 25.75 | 25.75 |
| Mid Cap | 12.21 | 9.76 | 9.76 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 2.38 | 5.49 | 5.49 |
| Financial Services | 97.62 | - | - |
| Finance | - | 27.53 | 27.53 |
| Capital Markets | - | 6.31 | 6.31 |
| Banks | - | 59.6 | 59.6 |
| Insurance | - | 1.08 | 1.08 |
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