- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Banking and Financial Services Fund vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1027 Cr | ₹1128 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2023 | 01 Aug 2005 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 3.53% | 20% |
| Expense Ratio | 2.19 | 2.22 |
| Manager | Abhishek Bisen | Preethi R S |
| ISIN Code | INF174KA1MA7 | INF789F01372 |
| 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 | UTI Banking and Financial Services Fund - Growth charges 1.0% 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 | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.41% | 3.98% |
| 6 Month | 2.22% | 4.06% |
| 1 Year | 12.36% | 13.74% |
| 3 Year | - | 18.21% |
| 5 Year | - | 22.18% |
SIP Return Analysis
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.42% | 8.89% |
| 1 Year | 12.19% | 16.29% |
| 3 Year | - | 18.98% |
| 5 Year | - | 18.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 22.7% | 14.67% |
| 3 Year | - | 13.36% |
| 5 Year | - | 11.7% |
Risk Management
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.251% |
| Sharp | - | 0.511% |
| Beta | - | 0.915% |
| Alpha | - | 3.729% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Preethi R S |
| Total AUM | ₹0 Cr | ₹1002 Cr |
| Funds Managed | 33 | 1 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.39 | 10.02 |
| Large Cap | 68.53 | 63.41 |
| Small Cap | 13.88 | 16.31 |
| Mid Cap | 12.21 | 10.27 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.38 | 4.54 |
| Financial Services | 97.62 | 95.39 |
| Technology | - | 0.08 |
Top Comparisons
Bandhan Small Cap Fund Regular Growth
3Y Returns25.62%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns17.88%
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns7.27%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns8.63%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns14.63%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns13.9%
Aditya Birla Sun Life Savings Fund-Retail Growth
3Y Returns7.04%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.52%
