Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Banking & Financial Services Fund vs Quant BFSI Fund Regular compare

Link copied to clipboard!

tortoise-icon Kotak Banking & Financial Services Fund - Regular Plan - Growth

Invest Now

tortoise-icon Quant BFSI Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Bandhan Focused Fund - Regular Plan - Growth Bandhan Focused Fund - Regular Plan - Growth

3Y Returns21.54%

VS

Nippon India Focused Fund - Growth Plan -Growth Option Nippon India Focused Fund - Growth Plan -Growth Option

3Y Returns17.54%

Compare Now

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns21.62%

VS

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns25.11%

Compare Now

Invesco India Multicap Fund - Growth Option Invesco India Multicap Fund - Growth Option

3Y Returns22.64%

VS

Mirae Asset Multicap Fund - Regular (G) Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns20.54%

VS

Edelweiss Recently Listed IPO Fund Regular Plan Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth

3Y Returns17.74%

Compare Now
Add to Cart Successfully