Kotak Banking & Financial Services Fund vs UTI Banking and Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Invest NowUTI Banking and Financial Services Fund - Regular Plan - Growth Option
Invest NowChart 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) | ₹949 Cr | ₹1141 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 | 2.23 | 2.23 |
Manager | Abhishek Bisen | Preethi R S |
ISIN Code | INF174KA1MA7 | INF789F01372 |
Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit load of 1%, if redeemed within 30 days./365 |
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.93% | 1.54% |
6 Month | 14.96% | 13.15% |
1 Year | 25.07% | 25.86% |
3 Year | - | 14.79% |
5 Year | - | 13.62% |
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 9.75% | 9.81% |
3 Year | 14.13% | 27.72% |
5 Year | 14.13% | 51.42% |
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 24.01% | 14.94% |
3 Year | - | 13.35% |
5 Year | - | 11.86% |
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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Get Free Experts GuidanceScheme 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 | 1.62 |
Large Cap | 77.23 | 67.14 |
Small Cap | 13.32 | 20.11 |
Mid Cap | 7.79 | 11.15 |
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.15 | 1.21 |
Banks | 68.04 | - |
Finance | 19.53 | - |
Insurance | 6.51 | 3.5 |
Capital Markets | 4.26 | - |
Financial | - | 94.29 |
Services | - | 1.02 |
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