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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) | ₹1236 Cr | ₹7222 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 | -3.56% | -4.05% |
| 6 Month | 12.36% | 10.9% |
| 1 Year | 3.66% | 4.49% |
| 3 Year | - | 17.41% |
| 5 Year | - | 22.53% |
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 | -2.01% | -2.56% |
| 1 Year | 3.67% | 4.04% |
| 3 Year | - | 13.94% |
| 5 Year | - | 16.97% |
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 | 19.37% | 20.81% |
| 3 Year | - | 18.73% |
| 5 Year | - | 17.32% |
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 | - | 11.84% |
| Sharp | - | 1.02% |
| Beta | - | 0.81% |
| Alpha | - | 6.74% |
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 | 12.15 | 4.51 |
| Small Cap | 16.49 | 12.8 |
| Mid Cap | 9.5 | 17.81 |
| Large Cap | 61.87 | 64.88 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 1.39 | 1.45 |
| Financial Services | 98.61 | 95.68 |
| Technology | - | 2.86 |
Top Comparisons
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UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
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Quant Multi Asset Allocation Fund-Growth
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ICICI Prudential Regular Savings Fund - Plan - Growth
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Kotak Debt Hybrid - Growth
3Y Returns9.7%
