- 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
ITI Banking and Financial Services Fund Regular vs SBI Banking & Financial Services Fund compare
ITI Banking and Financial Services Fund Regular - Growth
SBI Banking & Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Banking and Financial Services Fund Regular - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹266 Cr | ₹6556 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Dec 2021 | 26 Feb 2015 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | % | 84% |
| Expense Ratio | 2.34 | 1.81 |
| Manager | Rohan Korde | Pradeep Kesavan |
| ISIN Code | INF00XX01BR2 | INF200KA1473 |
| Exits Load | ITI Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.1% | 7.46% |
| 6 Month | 7.99% | 6.05% |
| 1 Year | 16.58% | 21.46% |
| 3 Year | 15.26% | 18.85% |
| 5 Year | - | 24.83% |
SIP Return Analysis
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.04% | 6.89% |
| 1 Year | 17.22% | 15.68% |
| 3 Year | 15.43% | 21.31% |
| 5 Year | - | 19.27% |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.74% | 17.48% |
| 3 Year | 10.47% | 14.93% |
| 5 Year | - | 13.34% |
Risk Management
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.993% | 13.062% |
| Sharp | 0.274% | 0.684% |
| Beta | 0.91% | 0.84% |
| Alpha | 0.817% | 5.666% |
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 Financial Services Fund Regular - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rohan Korde | Pradeep Kesavan |
| Total AUM | ₹4626 Cr | ₹434274 Cr |
| Funds Managed | 10 | 43 |
| ITI Banking and Financial Services Fund Regular - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.63 | 14.28 |
| Small Cap | 10.04 | 14.09 |
| Large Cap | 74.84 | 55.18 |
| Mid Cap | 11.49 | 16.45 |
Sector Allocation
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.05 | 14.28 |
| Technology | 0.86 | - |
| Financial Services | 97.09 | 85.72 |
Top Comparisons
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns22.43%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns15.38%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.24%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns9.89%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns16.56%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns14.25%
Quant ESG Equity Fund Regular - Growth
3Y Returns13.76%
