ITI Banking and PSU Fund Regular vs Axis Banking & PSU Debt Fund compare

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tortoise-icon ITI Banking and PSU Fund Regular - Growth

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tortoise-icon Axis Banking & PSU Debt Fund - Regular Plan - Growth option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Banking and PSU Fund Regular - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Fund ITI Banking and PSU Fund Regular - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹30 Cr ₹13681 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 2020 01 Jun 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 Total Return Index
Turn Over % %
Expense Ratio 0.7 0.63
Manager Vikrant Mehta Hardik Shah
ISIN Code INF00XX01838 INF846K01CB0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Month 0.66% 0.61%
6 Month 3.46% 3.8%
1 Year 7.31% 7.16%
3 Year 5.56% 5.41%
5 Year - 6.16%

SIP Return Analysis

Scheme Name ITI Banking and PSU Fund Regular - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
6 Month - -
1 Year 3.28% 3.14%
3 Year 9.3% 8.99%
5 Year 11.19% 14.93%

Rolling Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Year 4.64% 5.33%
3 Year 10.84% 12.11%
5 Year 11.38% 15.28%

Risk Management

Scheme Name ITI Banking and PSU Fund Regular - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Standard Deviation 0.79% 0.87%
Sharp -0.1% -0.4%
Beta 1.37% 1.63%
Alpha 2.66% 2.92%

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Fund Managers

Scheme Name ITI Banking and PSU Fund Regular - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Name Vikrant Mehta Hardik Shah
Total AUM ₹698 Cr ₹0 Cr
Fund Manage 8 12
ITI Banking and PSU Fund Regular - Growth Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Market Cap

Scheme Name

ITI Banking and PSU Fund Regular - Growth

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Others 100 99.98

Sector Allocation

Scheme Name

ITI Banking and PSU Fund Regular - Growth

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Sovereign 24.89 11.55
Others 16.19 4.13
Financial 42.51 81.72
Energy 16.41 2.22
Construction - 0.36

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