Aditya Birla Sun Life Banking & PSU Debt Fund vs ITI Banking and PSU Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Banking and PSU Fund Regular - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Banking and PSU Fund Regular - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Fund ITI Banking and PSU Fund Regular - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹30 Cr ₹9395 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 2020 05 Apr 2008
Category Banking and PSU Banking and PSU
Fund Type Open-ended Open Ended
Benchmark CRISIL Banking and PSU Debt NIFTY Banking and PSU Debt Total Return Index
Turn Over % 0.0%
Expense Ratio 0.7 0.73
Manager Vikrant Mehta Harshil Suvarnkar
ISIN Code INF00XX01838 INF209K01LV0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
1 Month 0.66% 0.75%
6 Month 3.46% 3.91%
1 Year 7.31% 7.54%
3 Year 5.56% 5.61%
5 Year - 6.5%

SIP Return Analysis

Scheme Name ITI Banking and PSU Fund Regular - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
6 Month - -
1 Year 3.28% 3.28%
3 Year 9.3% 9.38%
5 Year 11.19% 15.76%

Rolling Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
1 Year 4.64% 5.68%
3 Year 10.84% 12.83%
5 Year 11.38% 16.23%

Risk Management

Scheme Name ITI Banking and PSU Fund Regular - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Standard Deviation 0.79% 0.96%
Sharp -0.1% -0.14%
Beta 1.37% 1.81%
Alpha 2.66% 3.5%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Banking and PSU Fund Regular - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Name Vikrant Mehta Harshil Suvarnkar
Total AUM ₹698 Cr ₹55823 Cr
Fund Manage 8 13
ITI Banking and PSU Fund Regular - Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Market Cap

Scheme Name

ITI Banking and PSU Fund Regular - Growth

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Others 100 63.05

Sector Allocation

Scheme Name

ITI Banking and PSU Fund Regular - Growth

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Sovereign 24.89 22.47
Others 16.19 2.88
Financial 42.51 36.75
Energy 16.41 0.95

Top Comparisons

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns5.53%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns5.53%

Compare Now

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns23.09%

VS

Axis Equity Hybrid Fund - Regular Plan - Growth Option Axis Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.59%

Compare Now

Mirae Asset Multi Asset Allocation Fund-Reg (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Quant Multi Asset Fund-Growth Quant Multi Asset Fund-Growth

3Y Returns23.65%

Compare Now

Franklin India Banking & PSU Debt Fund - Growth Franklin India Banking & PSU Debt Fund - Growth

3Y Returns5.44%

VS

Axis Banking & PSU Debt Fund - Regular Plan - Growth option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns5.4%

Compare Now
Request call back
Add to Cart Successfully