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 | 2.44% | 2.04% |
6 Month | 8.21% | 10.68% |
1 Year | 17.64% | 18.79% |
3 Year | - | 22.32% |
5 Year | - | 27.35% |
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 | 8.97% | 9.62% |
1 Year | 16.21% | 19.16% |
3 Year | - | 19.12% |
5 Year | - | 18.01% |
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
IDBI Nifty Next 50 Index Fund Growth
3Y Returns20.61%
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
3Y Returns20.61%
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns24.89%
Canara Robeco Emerging Equities - Regular Plan - Growth Option
3Y Returns20.66%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns19.61%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns20.1%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.16%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.79%