HSBC Banking and 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 HSBC Banking and PSU Debt Fund - Regular 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 HSBC Banking and PSU Debt Fund - Regular Growth
Fund ITI Banking and PSU Fund Regular - Growth HSBC Banking and PSU Debt Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹31 Cr ₹4491 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 20 Oct 2020 12 Sep 2012
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark CRISIL Banking and PSU Debt NIFTY Banking and PSU Debt Index
Turn Over % 15%
Expense Ratio 0.7 0.61
Manager Vikrant Mehta Jalpan Shah
ISIN Code INF00XX01838 INF677K01AE7
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth HSBC Banking and PSU Debt Fund - Regular Growth
1 Month 0.63% 0.55%
6 Month 3.67% 3.65%
1 Year 7.6% 7.28%
3 Year 5.94% 4.98%
5 Year - 5.72%

SIP Return Analysis

Scheme Name ITI Banking and PSU Fund Regular - Growth HSBC Banking and PSU Debt Fund - Regular Growth
6 Month - -
1 Year 7.13% 7%
3 Year 6.72% 6.35%
5 Year - 5.47%

Rolling Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth HSBC Banking and PSU Debt Fund - Regular Growth
1 Year 5.76% 6.96%
3 Year 5.4% 6.94%
5 Year - 6.24%

Risk Management

Scheme Name ITI Banking and PSU Fund Regular - Growth HSBC Banking and PSU Debt Fund - Regular Growth
Standard Deviation 0.79% 1.82%
Sharp -0.1% -0.62%
Beta 1.37% 3.07%
Alpha 2.66% 5.03%

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 HSBC Banking and PSU Debt Fund - Regular Growth
Name Vikrant Mehta Jalpan Shah
Total AUM ₹698 Cr ₹16521 Cr
Fund Manage 8 6
ITI Banking and PSU Fund Regular - Growth HSBC Banking and PSU Debt Fund - Regular Growth

Market Cap

Scheme Name

ITI Banking and PSU Fund Regular - Growth

HSBC Banking and PSU Debt Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

ITI Banking and PSU Fund Regular - Growth

HSBC Banking and PSU Debt Fund - Regular Growth

Others 100 1.15
Sovereign - 22.54
Financial - 60.88
Energy - 15.43

Top Comparisons

SBI Arbitrage Opportunities Fund - Regular Plan - Gr SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns6.47%

VS

LIC MF Arbitrage Fund Regular - Growth LIC MF Arbitrage Fund Regular - Growth

3Y Returns5.92%

Compare Now

ICICI Prudential Flexicap Fund - Growth ICICI Prudential Flexicap Fund - Growth

3Y Returns19.56%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns16.49%

Compare Now

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns5.6%

VS

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

3Y Returns5.86%

Compare Now

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns6.64%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns6.34%

Compare Now
Request call back
Add to Cart Successfully