Kotak Banking & Financial Services Fund vs Quant BFSI Fund Regular compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
---|---|---|
Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1269 Cr | ₹601 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Feb 2023 | 19 Jun 2023 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Financial Services TRI | NIFTY Financial Services TRI |
Turn Over | 3.53% | % |
Expense Ratio | 2.19 | 2.34 |
Manager | Abhishek Bisen | Sanjeev Sharma |
ISIN Code | INF174KA1MA7 | INF966L01CA6 |
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 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
---|---|---|
1 Month | 0.66% | 3.54% |
6 Month | 15.26% | 16.23% |
1 Year | 9.82% | 2.64% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
---|---|---|
6 Month | 9.55% | 15.68% |
1 Year | 20.7% | 25.03% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
---|---|---|
1 Year | 20.65% | 22.2% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
---|---|---|
Name | Abhishek Bisen | Sanjeev Sharma |
Total AUM | ₹0 Cr | ₹39731 Cr |
Funds Managed | 33 | 22 |
Kotak Banking & Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
---|---|---|
Others | 4.55 | 22.54 |
Mid Cap | 11.07 | 24.7 |
Large Cap | 72.9 | 26.71 |
Small Cap | 11.48 | 26.05 |
Sector Allocation
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
---|---|---|
Others | 1.32 | 22.54 |
Financial Services | 98.68 | 75.1 |
Energy | - | 0 |
Technology | - | 2.36 |
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