- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Nippon India Nifty Bank Index Fund vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Nippon India Nifty Bank Index Fund - Reg (G)
Chart Comparison
Overview
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Nifty Bank Index Fund - Reg (G) |
|---|---|---|
| Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Nifty Bank Index Fund - Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1367 Cr | ₹182 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2023 | 22 Feb 2024 |
| Category | Banking & Financial | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | NIFTY Bank TRI |
| Turn Over | 3.53% | % |
| Expense Ratio | 2.19 | 0.79 |
| Manager | Abhishek Bisen | Himanshu Mange |
| ISIN Code | INF174KA1MA7 | INF204KC1BV8 |
| 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 | Nippon India Nifty Bank Index Fund - Reg (G) |
|---|---|---|
| 1 Month | 0.31% | 1.84% |
| 6 Month | 4.6% | 6.11% |
| 1 Year | 8.27% | 11.46% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Nifty Bank Index Fund - Reg (G) |
|---|---|---|
| 6 Month | 3.55% | 5.25% |
| 1 Year | 19.47% | 23.09% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Nifty Bank Index Fund - Reg (G) |
|---|---|---|
| 1 Year | 17.94% | 8.64% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Nifty Bank Index Fund - Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Nifty Bank Index Fund - Reg (G) |
|---|---|---|
| Name | Abhishek Bisen | Himanshu Mange |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 33 | 10 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Nifty Bank Index Fund - Reg (G) |
Market Cap
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Nippon India Nifty Bank Index Fund - Reg (G) |
|---|---|---|
| Others | 13.55 | 0.03 |
| Small Cap | 17.8 | - |
| Large Cap | 59.67 | 84.01 |
| Mid Cap | 8.98 | 15.96 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Nippon India Nifty Bank Index Fund - Reg (G) |
|---|---|---|
| Others | 2.07 | 0.03 |
| Financial Services | 96.09 | 99.97 |
| Technology | 1.84 | - |
Top Comparisons
ICICI Prudential Smallcap Fund - Growth
3Y Returns15.92%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns19.45%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Quant Multi Asset Allocation Fund-Growth
3Y Returns19.97%
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.78%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.31%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns19.28%
HDFC Infrastructure Fund - Growth Plan
3Y Returns23.69%
