ITI Banking and Financial Services Fund Regular vs Kotak Banking & Financial Services Fund 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) ₹270 Cr ₹916 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 2.27
Manager Rohan Korde Abhishek Bisen
ISIN Code INF00XX01BR2 INF174KA1MA7
Exits Load Exit load of 1% if redeemed within 12 months./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth
1 Month 1.23% 0.93%
6 Month 8.92% 14.96%
1 Year 17.78% 25.07%
3 Year - -
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 - -
1 Year 5.97% 9.75%
3 Year 19.18% 14.13%
5 Year 19.18% 14.13%

Rolling Lumpsum Returns

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth
1 Year 13.59% 17.69%
3 Year 25.36% 20.49%
5 Year 25.36% 20.49%

Risk Management

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth
Standard Deviation 17.95% -
Sharp - -
Beta - -
Alpha - -

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
Fund Manage 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 5.32 1.15
Large Cap 69.43 77.23
Small Cap 12.56 13.32
Mid Cap 12.69 7.79

Sector Allocation

Scheme Name

ITI Banking and Financial Services Fund Regular - Growth

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Others 2.6 1.15
Financial 91.46 -
Services 2.79 -
Insurance 3.15 6.51
Banks - 68.04
Finance - 19.53
Capital Markets - 4.26

Top Comparisons

Tata Quant Fund-Regular Plan-Growth Tata Quant Fund-Regular Plan-Growth

3Y Returns16.51%

VS

Quant ESG Equity Fund Regular - Growth Quant ESG Equity Fund Regular - Growth

3Y Returns30.36%

Compare Now

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns18.58%

VS

Quant ESG Equity Fund Regular - Growth Quant ESG Equity Fund Regular - Growth

3Y Returns30.36%

Compare Now

HDFC Overnight Fund - Growth Option HDFC Overnight Fund - Growth Option

3Y Returns5.5%

VS

SBI Overnight Fund - Regular Plan - Growth SBI Overnight Fund - Regular Plan - Growth

3Y Returns5.53%

Compare Now

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns9.75%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns14.58%

Compare Now
Request call back
Add to Cart Successfully