- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs ITI Banking and PSU Fund Regular compare
ITI Banking and PSU Fund Regular - Growth
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| Fund | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹31 Cr | ₹115 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 20 Oct 2020 | 13 Nov 2023 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | BSE India Financials Bond Index |
| Turn Over | % | % |
| Expense Ratio | 0.7 | 0.89 |
| Manager | Vikrant Mehta | Siddharth Chaudhary |
| ISIN Code | INF00XX01838 | INF0QA701557 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Month | 0.59% | 0.72% |
| 6 Month | 4.21% | 4.54% |
| 1 Year | 8.26% | 9.04% |
| 3 Year | 6.88% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 2.35% | 2.66% |
| 1 Year | 8.55% | 9.45% |
| 3 Year | 7.53% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 5.98% | 7.76% |
| 3 Year | 5.51% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | 0.705% | - |
| Sharp | -0.334% | - |
| Beta | 0.371% | - |
| Alpha | -0.201% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| Name | Vikrant Mehta | Siddharth Chaudhary |
| Total AUM | ₹698 Cr | ₹7136 Cr |
| Funds Managed | 8 | 8 |
| ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Nippon India Pharma Fund-Growth Plan-Growth Option
3Y Returns22.6%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns23.16%
BANDHAN Focused Equity Fund - Regular Plan - Growth
3Y Returns21.04%
360 ONE Focused Equity Fund Regular-Growth
3Y Returns20.87%
ICICI Prudential MidCap Fund - Growth
3Y Returns24.46%
Nippon India Growth Fund-Growth Plan-Growth Option
3Y Returns28.39%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns19.8%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns23.45%
