Kotak Banking & Financial Services Fund vs ITI Banking and Financial Services Fund Regular compare
ITI Banking and Financial Services Fund Regular - Growth
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Chart Comparison
| 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) | ₹268 Cr | ₹986 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 | 2.21 |
| Manager | Rohan Korde | Abhishek Bisen |
| ISIN Code | INF00XX01BR2 | INF174KA1MA7 |
| Exits Load | ITI Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.42% | -0.01% |
| 6 Month | 0.02% | 1.64% |
| 1 Year | 8.46% | 13.82% |
| 3 Year | 10.51% | - |
| 5 Year | - | - |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.81% | 10.85% |
| 3 Year | - | - |
| 5 Year | - | - |
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.56% | 23.85% |
| 3 Year | 11.18% | - |
| 5 Year | - | - |
| 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 | - | - |
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| 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 |
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.02 | 1.15 |
| Small Cap | 10.4 | 13.32 |
| Large Cap | 72.51 | 77.23 |
| Mid Cap | 15.07 | 7.79 |
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.02 | 1.15 |
| IT - Services | 1.04 | - |
| Finance | 23.11 | 19.53 |
| Banks | 60.3 | 68.04 |
| Insurance | 5.91 | 6.51 |
| Financial Technology (Fintech) | 3.12 | - |
| Capital Markets | 4.5 | 4.26 |
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