Kotak Banking & Financial Services Fund vs UTI Banking and Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹986 Cr | ₹1159 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2023 | 01 Aug 2005 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 3.53% | 20% |
| Expense Ratio | 2.21 | 2.2 |
| Manager | Abhishek Bisen | Preethi R S |
| ISIN Code | INF174KA1MA7 | INF789F01372 |
| Exits Load | 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 | UTI Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.07% | 1.53% |
| 6 Month | 3.65% | 3.23% |
| 1 Year | 11.37% | 10.73% |
| 3 Year | - | 14.82% |
| 5 Year | - | 10.7% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.85% | 9.64% |
| 3 Year | - | 17% |
| 5 Year | - | 17.61% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.85% | 14.8% |
| 3 Year | - | 13.37% |
| 5 Year | - | 11.82% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.94% |
| Sharp | - | 0.62% |
| Beta | - | 0.92% |
| Alpha | - | 2.98% |
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| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Preethi R S |
| Total AUM | ₹0 Cr | ₹1002 Cr |
| Fund Manage | 33 | 1 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.15 | 1.06 |
| Large Cap | 77.23 | 66.66 |
| Small Cap | 13.32 | 16.92 |
| Mid Cap | 7.79 | 15.37 |
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.15 | 1.06 |
| Banks | 68.04 | 55.31 |
| Finance | 19.53 | 24.2 |
| Insurance | 6.51 | 8.76 |
| Capital Markets | 4.26 | 10.68 |
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