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Kotak Banking & Financial Services Fund vs SBI Banking & Financial Services Fund compare

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

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

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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 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) ₹1027 Cr ₹6556 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 4.14% 4.43%
6 Month 2.33% 4.14%
1 Year 13.76% 16.5%
3 Year - 19.12%
5 Year - 22.97%

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
6 Month 7.42% 7.15%
1 Year 12.19% 14.63%
3 Year - 21.22%
5 Year - 19.17%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
1 Year 22.7% 17.48%
3 Year - 14.93%
5 Year - 13.34%

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth
Standard Deviation - 13.062%
Sharp - 0.684%
Beta - 0.84%
Alpha - 5.666%

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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 5.39 14.28
Large Cap 68.53 55.18
Small Cap 13.88 14.09
Mid Cap 12.21 16.45

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

SBI Banking & Financial Services Fund - Regular Plan - Growth

Others 2.38 14.28
Financial Services 97.62 85.72

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