Kotak Banking and PSU Debt vs ITI Banking and PSU Fund Regular compare
ITI Banking and PSU Fund Regular - Growth
Kotak Banking and PSU Debt - Growth
Chart Comparison
Overview
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| Fund | ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹37 Cr | ₹5701 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 20 Oct 2020 | 29 Dec 1998 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | CRISIL Banking and PSU Debt |
| Turn Over | % | 24% |
| Expense Ratio | 0.7 | 0.75 |
| Manager | Vikrant Mehta | Abhishek Bisen |
| ISIN Code | INF00XX01838 | INF174K01FO3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| 1 Month | - | 0.02% |
| 6 Month | 2.26% | 2.65% |
| 1 Year | 6.92% | 7.74% |
| 3 Year | 6.92% | 7.47% |
| 5 Year | 5.73% | 5.99% |
SIP Return Analysis
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| 6 Month | 1% | 1.35% |
| 1 Year | 5.47% | 6.38% |
| 3 Year | 6.86% | 7.54% |
| 5 Year | 6.47% | 6.94% |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| 1 Year | 6.25% | 7.05% |
| 3 Year | 5.87% | 6.39% |
| 5 Year | 5.77% | 6.81% |
Risk Management
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| Standard Deviation | 0.78% | 1.07% |
| Sharp | 0.44% | -0.01% |
| Beta | 0.66% | 1.83% |
| Alpha | -0.12% | 3.66% |
Fund Managers
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| Name | Vikrant Mehta | Abhishek Bisen |
| Total AUM | ₹698 Cr | ₹0 Cr |
| Funds Managed | 8 | 33 |
| ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
Market Cap
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Kotak Banking and PSU Debt - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Kotak Banking and PSU Debt - Growth |
|---|---|---|
| Others | 100 | 100 |
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