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LIC MF Banking And Financial Services Fund vs Kotak 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 LIC MF Banking & Financial Services Fund Regular-Growth

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tortoise-icon LIC MF 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 LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1027 Cr ₹247 Cr ₹247 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 27 Feb 2023 27 Mar 2015 27 Mar 2015
Category Banking & Financial Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI Nifty Financial Services TRI
Turn Over 3.53% % 46%
Expense Ratio 2.19 2.42 2.42
Manager Abhishek Bisen Jaiprakash Toshniwal Jaiprakash Toshniwal
ISIN Code INF174KA1MA7 INF767K01NH2 INF767K01NH2
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 LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
1 Month -1.19% -0.29% -0.29%
6 Month 6.01% 6.01% 6.01%
1 Year 16.64% 9.37% 9.37%
3 Year - 17.98% 17.98%
5 Year - 22.04% 22.04%

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
6 Month 8.97% 9.63% 9.63%
1 Year 16.21% 13.19% 13.19%
3 Year - 12.7% 12.7%
5 Year - 14.07% 14.07%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
1 Year 22.7% 11.11% 11.11%
3 Year - 8.3% 8.3%
5 Year - 7.28% 7.28%

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Standard Deviation - 15.29% 15.29%
Sharp - 0.58% 0.58%
Beta - 0.97% 0.97%
Alpha - -2.06% -2.06%

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Fund Managers

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Name Abhishek Bisen Jaiprakash Toshniwal Jaiprakash Toshniwal
Total AUM ₹0 Cr ₹2153 Cr ₹2153 Cr
Funds Managed 33 3 3
Kotak Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

LIC MF Banking & Financial Services Fund Regular-Growth

LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Others 5.39 5.49 5.49
Large Cap 68.53 59.01 59.01
Small Cap 13.88 25.75 25.75
Mid Cap 12.21 9.76 9.76

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

LIC MF Banking & Financial Services Fund Regular-Growth

LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Others 2.38 5.49 5.49
Financial Services 97.62 - -
Finance - 27.53 27.53
Capital Markets - 6.31 6.31
Banks - 59.6 59.6
Insurance - 1.08 1.08

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