Kotak Banking & Financial Services Fund vs ITI Banking and Financial Services Fund Regular compare

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tortoise-icon ITI Banking and Financial Services Fund Regular - Growth

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

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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 ₹949 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 2.23
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 -0.95% -0.48%
6 Month 4.08% 8.22%
1 Year 16.05% 23.05%
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 - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth
1 Year 15.97% 23.85%
3 Year - -
5 Year - -

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 - -

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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 1.87 1.15
Small Cap 10.58 13.32
Large Cap 72.29 77.23
Mid Cap 15.26 7.79

Sector Allocation

Scheme Name

ITI Banking and Financial Services Fund Regular - Growth

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Others 1.87 1.15
IT - Services 1.04 -
Finance 25.93 19.53
Banks 61.32 68.04
Insurance 5.77 6.51
Financial Technology (Fintech) 0.85 -
Capital Markets 3.22 4.26

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