- 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
ITI Banking and PSU Fund Regular vs Kotak Banking and PSU Debt compare
ITI Banking and PSU Fund Regular - Growth
Kotak Banking and PSU Debt - Growth
Chart Comparison
Overview
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| Fund | ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹31 Cr | ₹5655 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 20 Oct 2020 | 29 Dec 1998 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | CRISIL Banking and PSU Debt |
| Turn Over | % | 24% |
| Expense Ratio | 0.7 | 0.75 |
| Manager | Vikrant Mehta | Abhishek Bisen |
| ISIN Code | INF00XX01838 | INF174K01FO3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| 1 Month | 1.58% | 2% |
| 6 Month | 4.49% | 4.98% |
| 1 Year | 8.64% | 9.62% |
| 3 Year | 6.82% | 7.17% |
| 5 Year | - | 6.69% |
SIP Return Analysis
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| 6 Month | 2.65% | 3.09% |
| 1 Year | 8.99% | 10.2% |
| 3 Year | 7.63% | 8.3% |
| 5 Year | - | 7% |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| 1 Year | 5.98% | 7.21% |
| 3 Year | 5.51% | 6.58% |
| 5 Year | - | 7.02% |
Risk Management
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| Standard Deviation | 0.705% | 1.07% |
| Sharp | -0.334% | -0.219% |
| Beta | 0.371% | 0.827% |
| Alpha | -0.201% | -0.154% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| Name | Vikrant Mehta | Abhishek Bisen |
| Total AUM | ₹698 Cr | ₹0 Cr |
| Funds Managed | 8 | 33 |
| ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
Market Cap
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Kotak Banking and PSU Debt - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Kotak Banking and PSU Debt - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns14.56%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns16.65%
ICICI Prudential Dividend Yield Equity Fund Growth Option
3Y Returns22.69%
Tata Dividend Yield Fund-Regular Plan-Growth
3Y Returns14.48%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns27.84%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns19.4%
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns20.53%
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
3Y Returns13.05%
