ITI Banking and PSU Fund Regular vs Aditya Birla Sun Life Banking & PSU Debt Fund compare
ITI Banking and PSU Fund Regular - Growth
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
Fund | ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate Risk | Moderate Risk |
Asset Size (Cr) | ₹31 Cr | ₹9478 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 20 Oct 2020 | 02 May 2008 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Banking and PSU Debt | NIFTY Banking and PSU Debt Total Return Index |
Turn Over | % | 0.0% |
Expense Ratio | 0.7 | 0.73 |
Manager | Vikrant Mehta | Harshil Suvarnkar |
ISIN Code | INF00XX01838 | INF209K01LV0 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
1 Month | 0.54% | 0.58% |
6 Month | 3.41% | 3.6% |
1 Year | 6.98% | 7.63% |
3 Year | 6.18% | 6.24% |
5 Year | - | 6.3% |
SIP Return Analysis
Scheme Name | ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.98% | 7.49% |
3 Year | 6.82% | 7.13% |
5 Year | - | 6.34% |
Rolling Lumpsum Returns
Scheme Name | ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
1 Year | 5.93% | 8.16% |
3 Year | 5.5% | 8.81% |
5 Year | - | 9.05% |
Risk Management
Scheme Name | ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.705% | 0.929% |
Sharp | -0.334% | -0.159% |
Beta | 0.371% | 0.73% |
Alpha | -0.201% | -0.132% |
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 | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
Name | Vikrant Mehta | Harshil Suvarnkar |
Total AUM | ₹698 Cr | ₹55823 Cr |
Fund Manage | 8 | 13 |
ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Market Cap
Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
Others | 100 | 99.93 |
Sector Allocation
Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
---|---|---|
Others | 100 | 99.93 |
Top Comparisons
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns10.62%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns9.44%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns13.85%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns10.57%
HSBC Value Fund - Regular Growth
3Y Returns19.06%
Quant Value Fund Regular - Growth
3Y Returns21.47%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.1%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.05%