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Mirae Asset Banking and Financial Services Fund Regular Growth vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Mirae Asset Banking and Financial Services Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1367 Cr | ₹2222 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2023 | 11 Dec 2020 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 3.53% | 30% |
| Expense Ratio | 2.19 | 2.06 |
| Manager | Abhishek Bisen | Gaurav Kochar |
| ISIN Code | INF174KA1MA7 | INF769K01GU5 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Month | 1.65% | 0.7% |
| 6 Month | 5.07% | 6.07% |
| 1 Year | 17.41% | 21.75% |
| 3 Year | - | 18.04% |
| 5 Year | - | 16.09% |
SIP Return Analysis
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 6 Month | 5.78% | 6.71% |
| 1 Year | 21.21% | 25.9% |
| 3 Year | - | 18.33% |
| 5 Year | - | 16.92% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Year | 17.94% | 14.54% |
| 3 Year | - | 15.96% |
| 5 Year | - | 16.58% |
Risk Management
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 14.7% |
| Sharp | - | 0.86% |
| Beta | - | 0.98% |
| Alpha | - | 2.67% |
Fund Managers
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Name | Abhishek Bisen | Gaurav Kochar |
| Total AUM | ₹0 Cr | ₹1507 Cr |
| Funds Managed | 33 | 1 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
Market Cap
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 1.61 | 13.26 |
| Small Cap | 18.9 | 11.17 |
| Large Cap | 69.79 | 65.27 |
| Mid Cap | 9.7 | 10.29 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 1.61 | 2.67 |
| Capital Markets | 8.68 | - |
| Banks | 63.41 | - |
| Finance | 19.66 | - |
| Insurance | 6.64 | - |
| Financial Services | - | 95.33 |
| Technology | - | 2 |
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