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Kotak Banking & Financial Services Fund vs Tata Banking And Financial Services Fund compare

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

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tortoise-icon Tata Banking And 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 Tata Banking And Financial Services Fund-Regular Plan-Growth
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1027 Cr ₹2324 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2023 28 Dec 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% 10.36%
Expense Ratio 2.19 0.55
Manager Abhishek Bisen Amey Sathe
ISIN Code INF174KA1MA7 INF277K01Y86
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 Tata Banking And Financial Services Fund - Growth charges 0.25% 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 Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Month 4.14% 3.62%
6 Month 8.47% 10.69%
1 Year 17.57% 19.91%
3 Year - 23.39%
5 Year - 23.79%

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
6 Month 8.97% 10.16%
1 Year 16.21% 20.1%
3 Year - 19.65%
5 Year - 18.14%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Year 22.7% 16.78%
3 Year - 13.75%
5 Year - 13.75%

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
Standard Deviation - 15.02%
Sharp - 0.92%
Beta - 0.94%
Alpha - 2.92%

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Fund Managers

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
Name Abhishek Bisen Amey Sathe
Total AUM ₹0 Cr ₹11910 Cr
Funds Managed 33 4
Kotak Banking & Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Tata Banking And Financial Services Fund-Regular Plan-Growth

Others 5.39 5.01
Large Cap 68.53 58.94
Small Cap 13.88 22.27
Mid Cap 12.21 13.78

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Tata Banking And Financial Services Fund-Regular Plan-Growth

Others 2.38 5.01
Financial Services 97.62 -
Finance - 21.16
Banks - 63.17
Capital Markets - 2.08
Insurance - 6.74
Financial Technology (Fintech) - 1.84

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