Kotak Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1269 Cr | ₹1605 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 27 Feb 2023 | 10 Jun 2008 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
Turn Over | 3.53% | 58% |
Expense Ratio | 2.19 | 2.14 |
Manager | Abhishek Bisen | Rohit Seksaria |
ISIN Code | INF174KA1MA7 | INF903J01629 |
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 | Sundaram Financial Services Opportunities Fund - 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 | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Month | -4.23% | -5.29% |
6 Month | 11.3% | 8.93% |
1 Year | 6.31% | 2.84% |
3 Year | - | 19.15% |
5 Year | - | 23.11% |
SIP Return Analysis
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | 5.49% | 4.56% |
1 Year | 14.8% | 12.83% |
3 Year | - | 17.7% |
5 Year | - | 18.47% |
Rolling Lumpsum Returns
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 19.37% | 15.12% |
3 Year | - | 13.93% |
5 Year | - | 13.41% |
Risk Management
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 13.94% |
Sharp | - | 1.31% |
Beta | - | 0.90% |
Alpha | - | 7.91% |
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Fund Managers
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Name | Abhishek Bisen | Rohit Seksaria |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 33 | 15 |
Kotak Banking & Financial Services Fund - Regular Plan - Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 12.62 | 10.48 |
Mid Cap | 11.1 | 4.02 |
Large Cap | 63.09 | 62.69 |
Small Cap | 13.19 | 22.82 |
Sector Allocation
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 1.1 | 5.69 |
Financial Services | 98.9 | 94.31 |
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