ITI Banking and Financial Services Fund Regular vs Aditya Birla Sun Life Banking and Financial Services Fund compare

Link copied to clipboard!

tortoise-icon ITI Banking and Financial Services Fund Regular - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Banking and Financial Services 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 Financial Services Fund Regular - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Fund ITI Banking and Financial Services Fund Regular - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹270 Cr ₹3278 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Dec 2021 01 Dec 2013
Category Banking & Financial Banking & Financial
Fund Type Open-ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over % 20%
Expense Ratio 2.34 1.99
Manager Rohan Korde Dhaval Gala
ISIN Code INF00XX01BR2 INF209K011W7
Exits Load Exit load of 1% if redeemed within 12 months./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
1 Month -3.78% -5.16%
6 Month 3.5% 5.09%
1 Year 14.38% 15.79%
3 Year - 10.75%
5 Year - 12.21%

SIP Return Analysis

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
6 Month - -
1 Year 10.21% 13.75%
3 Year - 17.78%
5 Year - 18.25%

Rolling Lumpsum Returns

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
1 Year 15.97% 16.87%
3 Year - 14.93%
5 Year - 12.72%

Risk Management

Scheme Name ITI Banking and Financial Services Fund Regular - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Standard Deviation 17.95% 15.35%
Sharp - 0.59%
Beta - 0.93%
Alpha - 2.6%

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 Financial Services Fund Regular - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Name Rohan Korde Dhaval Gala
Total AUM ₹4626 Cr ₹23597 Cr
Fund Manage 10 7
ITI Banking and Financial Services Fund Regular - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Market Cap

Scheme Name

ITI Banking and Financial Services Fund Regular - Growth

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Others 1.87 1.94
Small Cap 10.58 18.04
Large Cap 72.29 64.37
Mid Cap 15.26 15.65

Sector Allocation

Scheme Name

ITI Banking and Financial Services Fund Regular - Growth

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Others 1.87 1.94
IT - Services 1.04 -
Finance 25.93 25.62
Banks 61.32 61.48
Insurance 5.77 5.65
Financial Technology (Fintech) 0.85 -
Capital Markets 3.22 5.31

Top Comparisons

Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns12.6%

VS

Tata Silver ETF Fund of Fund - Regular (G) Tata Silver ETF Fund of Fund - Regular (G)

3Y Returns0%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns4.68%

VS

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns5.43%

Compare Now

DSP Top 100 Equity Fund - Regular Plan - Growth DSP Top 100 Equity Fund - Regular Plan - Growth

3Y Returns14.64%

VS

Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option

3Y Returns11.61%

Compare Now

ITI Pharma and Healthcare Fund Regular - Growth ITI Pharma and Healthcare Fund Regular - Growth

3Y Returns18.29%

VS

HDFC Pharma and Healthcare Fund - Regular (G) HDFC Pharma and Healthcare Fund - Regular (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully