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Kotak Banking & Financial Services Fund vs SBI Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
SBI Banking & Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1239 Cr | ₹8693 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2023 | 26 Feb 2015 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 3.53% | 84% |
| Expense Ratio | 2.19 | 1.81 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174KA1MA7 | INF200KA1473 |
| 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 | SBI 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.49% | 3.16% |
| 6 Month | 7.1% | 9.78% |
| 1 Year | 9.87% | 15.37% |
| 3 Year | - | 19.02% |
| 5 Year | - | 21.41% |
SIP Return Analysis
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.37% | 1.69% |
| 1 Year | 10.75% | 16.36% |
| 3 Year | - | 18.64% |
| 5 Year | - | 16.86% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.94% | 16.85% |
| 3 Year | - | 15.34% |
| 5 Year | - | 13.75% |
Risk Management
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 11.68% |
| Sharp | - | 1.00% |
| Beta | - | 0.84% |
| Alpha | - | 4.98% |
Fund Managers
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 43 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 12.38 | 5.7 |
| Small Cap | 17.85 | 9.4 |
| Large Cap | 60.72 | 69.67 |
| Mid Cap | 9.05 | 15.22 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.3 | 1.72 |
| Financial Services | 96.83 | 98.28 |
| Technology | 1.87 | - |
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