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

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tortoise-icon ITI Banking and Financial Services Fund Regular - Growth

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tortoise-icon 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) ₹266 Cr ₹1027 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

Trailing Lumpsum Returns

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth
1 Month 4.82% 4.79%
6 Month 12.26% 8.24%
1 Year 17.06% 18.21%
3 Year 18.67% -
5 Year - -

SIP Return Analysis

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth
6 Month 6.26% 4.4%
1 Year 11.6% 7.1%
3 Year 12.94% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth
1 Year 14.74% 22.7%
3 Year 10.47% -
5 Year - -

Risk Management

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth
Standard Deviation 13.993% -
Sharp 0.274% -
Beta 0.91% -
Alpha 0.817% -

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Fund Managers

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

Market Cap

Scheme Name

ITI Banking and Financial Services Fund Regular - Growth

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Others 3.63 5.39
Small Cap 10.04 13.88
Large Cap 74.84 68.53
Mid Cap 11.49 12.21

Sector Allocation

Scheme Name

ITI Banking and Financial Services Fund Regular - Growth

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Others 2.05 2.38
Technology 0.86 -
Financial Services 97.09 97.62

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