Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

INVESCO INDIA BANKING AND PSU 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 INVESCO INDIA BANKING AND PSU FUND - Growth Option

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 INVESCO INDIA BANKING AND PSU FUND - Growth Option
Fund ITI Banking and PSU Fund Regular - Growth INVESCO INDIA BANKING AND PSU FUND - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹31 Cr ₹100 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 20 Oct 2020 29 Dec 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 % 24%
Expense Ratio 0.7 0.63
Manager Vikrant Mehta Krishna Venkat Cheemalapati
ISIN Code INF00XX01838 INF205K01JV2
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth INVESCO INDIA BANKING AND PSU FUND - Growth Option
1 Month 0.99% 1.4%
6 Month 3.57% 3.62%
1 Year 7.42% 8.08%
3 Year 6.47% 5.77%
5 Year - 5.64%

SIP Return Analysis

Scheme Name ITI Banking and PSU Fund Regular - Growth INVESCO INDIA BANKING AND PSU FUND - Growth Option
6 Month 2.31% 2.46%
1 Year 7.81% 8.39%
3 Year 7.21% 7.62%
5 Year - 6.07%

Rolling Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth INVESCO INDIA BANKING AND PSU FUND - Growth Option
1 Year 5.98% 6.89%
3 Year 5.51% 6.87%
5 Year - 6.88%

Risk Management

Scheme Name ITI Banking and PSU Fund Regular - Growth INVESCO INDIA BANKING AND PSU FUND - Growth Option
Standard Deviation 0.705% 1.746%
Sharp -0.334% -0.663%
Beta 0.371% 1.498%
Alpha -0.201% -0.956%

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 INVESCO INDIA BANKING AND PSU FUND - Growth Option
Name Vikrant Mehta Krishna Venkat Cheemalapati
Total AUM ₹698 Cr ₹24743 Cr
Funds Managed 8 19
ITI Banking and PSU Fund Regular - Growth INVESCO INDIA BANKING AND PSU FUND - Growth Option

Market Cap

Scheme Name

ITI Banking and PSU Fund Regular - Growth

INVESCO INDIA BANKING AND PSU FUND - Growth Option

Others 100 100

Sector Allocation

Scheme Name

ITI Banking and PSU Fund Regular - Growth

INVESCO INDIA BANKING AND PSU FUND - Growth Option

Others 100 100

Top Comparisons

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.45%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns6.63%

Compare Now

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

3Y Returns6.69%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns6.64%

Compare Now

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

VS

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Kotak Healthcare Fund - Regular (G) Kotak Healthcare Fund - Regular (G)

3Y Returns0%

VS

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns22.87%

Compare Now
Add to Cart Successfully