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UTI Banking and Financial Services Fund vs Kotak Banking & Financial Services Fund compare

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

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tortoise-icon UTI Banking and Financial Services Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1204 Cr ₹1255 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 0.88% 0.98%
6 Month 14.48% 14.96%
1 Year 5.64% 8.27%
3 Year - 14.9%
5 Year - 21.13%

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 0.94% 1.07%
1 Year 11.92% 13.72%
3 Year - 15.5%
5 Year - 15.18%

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 19.37% 14.5%
3 Year - 13.56%
5 Year - 11.93%

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation - 12.73%
Sharp - 0.62%
Beta - 0.86%
Alpha - 4.70%

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 12.15 10.74
Small Cap 16.49 15.44
Mid Cap 9.5 8.44
Large Cap 61.87 65.38

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Others 1.39 0.89
Financial Services 98.61 98.63
Technology - 0.48

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