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Nippon India Banking and Financial Services Fund vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1239 Cr | ₹7185 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2023 | 26 May 2003 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | NIFTY 50 TRI |
| Turn Over | 3.53% | 38% |
| Expense Ratio | 2.19 | 1.88 |
| Manager | Abhishek Bisen | Vinay Sharma |
| ISIN Code | INF174KA1MA7 | INF204K01927 |
| 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 | Nippon India Banking & Financial Services Fund - Growth charges 1.0% 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 | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Month | 3.8% | 4.16% |
| 6 Month | 7.74% | 6.87% |
| 1 Year | 10.64% | 12.74% |
| 3 Year | - | 18.39% |
| 5 Year | - | 24.64% |
SIP Return Analysis
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 0.72% | 0.2% |
| 1 Year | 11.09% | 11.02% |
| 3 Year | - | 14.57% |
| 5 Year | - | 16.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 17.94% | 20.57% |
| 3 Year | - | 18.67% |
| 5 Year | - | 17.38% |
Risk Management
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 11.98% |
| Sharp | - | 0.90% |
| Beta | - | 0.90% |
| Alpha | - | 3.57% |
Fund Managers
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Vinay Sharma |
| Total AUM | ₹0 Cr | ₹14183 Cr |
| Funds Managed | 33 | 3 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 12.38 | 5.56 |
| Small Cap | 17.85 | 12.47 |
| Large Cap | 60.72 | 63.5 |
| Mid Cap | 9.05 | 18.48 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 1.3 | 1.97 |
| Financial Services | 96.83 | 94.94 |
| Technology | 1.87 | 3.08 |
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