- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Banking & Financial Services Fund vs Nippon India Banking and Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1367 Cr | ₹7778 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2023 | 26 May 2003 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | NIFTY 50 TRI |
| Turn Over | 3.53% | 38% |
| Expense Ratio | 2.19 | 1.88 |
| Manager | Abhishek Bisen | Vinay Sharma |
| ISIN Code | INF174KA1MA7 | INF204K01927 |
| 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 | Nippon India Banking & 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 | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Month | 2.08% | 2.09% |
| 6 Month | 3.59% | 4.01% |
| 1 Year | 19.03% | 20.79% |
| 3 Year | - | 17.83% |
| 5 Year | - | 19.41% |
SIP Return Analysis
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 3.55% | 3.84% |
| 1 Year | 15.85% | 16.38% |
| 3 Year | - | 16.18% |
| 5 Year | - | 16.94% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 15.36% | 19.15% |
| 3 Year | - | 18.26% |
| 5 Year | - | 17.01% |
Risk Management
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.79% |
| Sharp | - | 0.91% |
| Beta | - | 0.92% |
| Alpha | - | 2.85% |
Fund Managers
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Vinay Sharma |
| Total AUM | ₹0 Cr | ₹14183 Cr |
| Funds Managed | 33 | 3 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 1.61 | 9.23 |
| Small Cap | 18.9 | 10.28 |
| Large Cap | 69.79 | 60.72 |
| Mid Cap | 9.7 | 19.77 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 1.61 | 1.55 |
| Capital Markets | 8.68 | - |
| Banks | 63.41 | - |
| Finance | 19.66 | - |
| Insurance | 6.64 | - |
| Financial Services | - | 95.79 |
| Technology | - | 2.66 |
Top Comparisons
HDFC Medium Term Debt Fund - Growth Option
3Y Returns7.3%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.45%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.22%
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
3Y Returns15.26%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns19.36%
Axis Quant Fund - Regular Plan - Growth
3Y Returns14.1%
INVESCO INDIA SHORT DURATION FUND - Growth
3Y Returns7.02%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns6.92%
