ITI Banking and Financial Services Fund Regular vs Kotak Banking & Financial Services Fund compare

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ITI Banking and Financial Services Fund Regular - Growth

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Kotak Banking & 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	ITI Banking and Financial Services Fund Regular - Growth	Kotak Banking & Financial Services Fund - Regular Plan - Growth
Fund	ITI Banking and Financial Services Fund Regular - Growth	Kotak Banking & Financial Services Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹318 Cr	₹1269 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	06 Dec 2021	27 Feb 2023
Category	Banking & Financial	Banking & Financial
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Financial Services TRI	NIFTY Financial Services TRI
Turn Over	%	3.53%
Expense Ratio	2.34	2.19
Manager	Rohan Korde	Abhishek Bisen
ISIN Code	INF00XX01BR2	INF174KA1MA7
Exits Load	ITI Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	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

Scheme Name	ITI Banking and Financial Services Fund Regular - Growth	Kotak Banking & Financial Services Fund - Regular Plan - Growth
1 Month	1.41%	1.61%
6 Month	16.64%	14.89%
1 Year	9.57%	8.06%
3 Year	16.89%	-
5 Year	-	-

Scheme Name	ITI Banking and Financial Services Fund Regular - Growth	Kotak Banking & Financial Services Fund - Regular Plan - Growth
6 Month	8.97%	9.55%
1 Year	22.55%	20.7%
3 Year	15.74%	-
5 Year	-	-

Scheme Name	ITI Banking and Financial Services Fund Regular - Growth	Kotak Banking & Financial Services Fund - Regular Plan - Growth
1 Year	14.39%	20.65%
3 Year	11.37%	-
5 Year	-	-

Scheme Name	ITI Banking and Financial Services Fund Regular - Growth	Kotak Banking & Financial Services Fund - Regular Plan - Growth
Standard Deviation	13.66%	-
Sharp	0.91%	-
Beta	0.89%	-
Alpha	2.14%	-

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Scheme Name	ITI Banking and Financial Services Fund Regular - Growth	Kotak Banking & Financial Services Fund - Regular Plan - Growth
Name	Rohan Korde	Abhishek Bisen
Total AUM	₹4626 Cr	₹0 Cr
Funds Managed	10	33
	ITI Banking and Financial Services Fund Regular - Growth	Kotak Banking & Financial Services Fund - Regular Plan - Growth