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) | ₹1213 Cr | ₹7160 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 | 3.91% | 4.16% |
6 Month | 11.62% | 15% |
1 Year | 11.91% | 15.54% |
3 Year | - | 26.3% |
5 Year | - | 28.14% |
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 | 12.05% | 12.69% |
1 Year | 22.9% | 26.89% |
3 Year | - | 22.36% |
5 Year | - | 22.19% |
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 | 20.65% | 21.09% |
3 Year | - | 18.61% |
5 Year | - | 17.26% |
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 | - | 13.85% |
Sharp | - | 1.06% |
Beta | - | 0.86% |
Alpha | - | 6.81% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.39 | 1.15 |
Large Cap | 68.53 | 68.88 |
Small Cap | 13.88 | 13.55 |
Mid Cap | 12.21 | 16.41 |
Sector Allocation
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
---|---|---|
Others | 2.38 | 1.15 |
Financial Services | 97.62 | 96.09 |
Technology | - | 2.76 |
Top Comparisons
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns21.32%
Tata Gold ETF Fund of Fund - Regular (G)
3Y Returns0%
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns8.13%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns8%
ITI Overnight Fund Regular - Growth
3Y Returns6.12%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.36%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns24.91%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns19.88%