Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Financial Services Opportunities Fund Regular Plan vs Kotak Banking & Financial Services Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Invest Now

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 Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1027 Cr ₹1386 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 27 Feb 2023 10 Jun 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over 3.53% 58%
Expense Ratio 2.19 2.14
Manager Abhishek Bisen Rohit Seksaria
ISIN Code INF174KA1MA7 INF903J01629
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 Sundaram Financial Services Opportunities Fund - Growth charges 0.5% 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 Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 3.41% 6.87%
6 Month 2.22% 3.74%
1 Year 12.36% 9.54%
3 Year - 21.33%
5 Year - 23.86%

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 7.42% 9.62%
1 Year 12.19% 12.91%
3 Year - 20.49%
5 Year - 20.43%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 22.7% 15.9%
3 Year - 13.42%
5 Year - 13.25%

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation - 14.334%
Sharp - 0.693%
Beta - 0.933%
Alpha - 6.306%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Abhishek Bisen Rohit Seksaria
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 33 15
Kotak Banking & Financial Services Fund - Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 5.39 9.68
Large Cap 68.53 59.16
Small Cap 13.88 25.26
Mid Cap 12.21 5.9

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 2.38 5.61
Financial Services 97.62 94.39

Top Comparisons

Nippon India Consumption Fund-Growth Plan-Growth Option Nippon India Consumption Fund-Growth Plan-Growth Option

3Y Returns19.32%

VS

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

3Y Returns18.22%

Compare Now

ICICI Prudential Value Discovery Fund - Growth ICICI Prudential Value Discovery Fund - Growth

3Y Returns21.02%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns19.5%

Compare Now

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns6.61%

VS

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns5.47%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns6.97%

VS

HDFC Short Term  Debt Fund - Growth Option HDFC Short Term Debt Fund - Growth Option

3Y Returns7.32%

Compare Now
Add to Cart Successfully