ITI Banking and PSU Fund Regular vs Franklin India Banking & PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon ITI Banking and PSU Fund Regular - Growth

Invest Now

tortoise-icon Franklin India Banking & PSU Debt Fund - Growth

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 Franklin India Banking & PSU Debt Fund - Growth
Fund ITI Banking and PSU Fund Regular - Growth Franklin India Banking & PSU Debt Fund - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹30 Cr ₹618 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 2020 05 Apr 2014
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 % 126%
Expense Ratio 0.7 0.52
Manager Vikrant Mehta Sandeep Manam
ISIN Code INF00XX01838 INF090I01KO5
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth Franklin India Banking & PSU Debt Fund - Growth
1 Month 0.66% 0.75%
6 Month 3.46% 3.85%
1 Year 7.31% 7.42%
3 Year 5.56% 5.44%
5 Year - 6.2%

SIP Return Analysis

Scheme Name ITI Banking and PSU Fund Regular - Growth Franklin India Banking & PSU Debt Fund - Growth
6 Month - -
1 Year 3.28% 3.19%
3 Year 9.3% 9.17%
5 Year 11.19% 15%

Rolling Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth Franklin India Banking & PSU Debt Fund - Growth
1 Year 4.64% 5.27%
3 Year 10.84% 12.11%
5 Year 11.38% 15.38%

Risk Management

Scheme Name ITI Banking and PSU Fund Regular - Growth Franklin India Banking & PSU Debt Fund - Growth
Standard Deviation 0.79% 1.13%
Sharp -0.1% -0.32%
Beta 1.37% 2.07%
Alpha 2.66% 3.78%

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 Franklin India Banking & PSU Debt Fund - Growth
Name Vikrant Mehta Sandeep Manam
Total AUM ₹698 Cr ₹74256 Cr
Fund Manage 8 20
ITI Banking and PSU Fund Regular - Growth Franklin India Banking & PSU Debt Fund - Growth

Market Cap

Scheme Name

ITI Banking and PSU Fund Regular - Growth

Franklin India Banking & PSU Debt Fund - Growth

Others 100 100.01

Sector Allocation

Scheme Name

ITI Banking and PSU Fund Regular - Growth

Franklin India Banking & PSU Debt Fund - Growth

Others 16.19 9.84
Sovereign 24.89 6.6
Financial 42.51 68.19
Energy 16.41 7.43
Consumer Staples - 7.95

Top Comparisons

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns23.79%

VS

Kotak Emerging Equity Scheme - Growth Kotak Emerging Equity Scheme - Growth

3Y Returns23.53%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns23.05%

VS

UTI Nifty 50 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option

3Y Returns15.4%

Compare Now

DSP India T.I.G.E.R. Fund - Regular Plan - Growth DSP India T.I.G.E.R. Fund - Regular Plan - Growth

3Y Returns36.02%

VS

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns33.91%

Compare Now

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns5.94%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.02%

Compare Now
Request call back
Add to Cart Successfully