Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 3.64% 3.41%
6 Month 6.36% 2.22%
1 Year 10.52% 12.36%
3 Year 15.2% -
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 9.11% 7.42%
1 Year 15.9% 12.19%
3 Year 15.27% -
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% -

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 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

Top Comparisons

HDFC Floating Rate Debt Fund - Growth Option HDFC Floating Rate Debt Fund - Growth Option

3Y Returns7.54%

VS

UTI - Floater Fund - Regular Plan  - Growth Option UTI - Floater Fund - Regular Plan - Growth Option

3Y Returns6.59%

Compare Now

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns14.24%

VS

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns14.21%

Compare Now

360 ONE Balanced Hybrid Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth

3Y Returns0%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns14.14%

Compare Now

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.74%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.96%

Compare Now
Add to Cart Successfully