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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) | ₹1367 Cr | ₹9813 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 | -1.5% | -0.52% |
| 6 Month | 4.33% | 7.09% |
| 1 Year | 9.93% | 15.13% |
| 3 Year | - | 18.73% |
| 5 Year | - | 16.84% |
SIP Return Analysis
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.55% | 5.71% |
| 1 Year | 19.47% | 27.7% |
| 3 Year | - | 22.12% |
| 5 Year | - | 18.72% |
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% | 16.78% |
| 3 Year | - | 15.49% |
| 5 Year | - | 13.91% |
Risk Management
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.44% |
| Sharp | - | 1.1% |
| Beta | - | 0.87% |
| Alpha | - | 5.52% |
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 | 16.41 | 9.38 |
| Small Cap | 15.37 | 10.42 |
| Large Cap | 59.68 | 60.94 |
| Mid Cap | 8.55 | 19.27 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.59 | 3.06 |
| Financial Services | 96.66 | 96.25 |
| Technology | 1.75 | 0.69 |
Top Comparisons
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ITI Flexi Cap Fund Regular - Growth
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Nippon India Gilt Fund - Growth Plan - Growth Option
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DSP Gilt Fund - Regular Plan - Growth
3Y Returns6.94%
