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Kotak Banking and PSU Debt vs ITI Banking and PSU Fund Regular 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 | 1.63% | 2.16% |
| 6 Month | 4.29% | 4.67% |
| 1 Year | 8.54% | 9.44% |
| 3 Year | 6.77% | 7.15% |
| 5 Year | - | 6.78% |
SIP Return Analysis
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Kotak Banking and PSU Debt - Growth |
|---|---|---|
| 6 Month | 2.51% | 2.87% |
| 1 Year | 8.73% | 9.8% |
| 3 Year | 7.52% | 8.14% |
| 5 Year | - | 6.9% |
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% |
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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 |
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