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) | ₹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 | -2.91% | -4.19% |
| 6 Month | 8.71% | 7.33% |
| 1 Year | 21.94% | 22.28% |
| 3 Year | - | 11.56% |
| 5 Year | - | 11.01% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.66% | 18.11% |
| 3 Year | - | 18.86% |
| 5 Year | - | 18.21% |
| 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 | 1.62 |
| 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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