ITI Banking and PSU Fund Regular vs Sundaram Banking and PSU Debt Fund Regular Plan compare

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tortoise-icon ITI Banking and PSU Fund Regular - Growth

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tortoise-icon Sundaram Banking and PSU Debt Fund Regular Plan - Growth

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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 Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund ITI Banking and PSU Fund Regular - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹30 Cr ₹328 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 2020 30 Dec 2004
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 A-II
Turn Over % 18%
Expense Ratio 0.7 0.41
Manager Vikrant Mehta Dwijendra Srivastava
ISIN Code INF00XX01838 INF903J01IN3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.51% 0.44%
6 Month 3.77% 4.25%
1 Year 7.63% 8.05%
3 Year 5.85% 5.73%
5 Year - 5.57%

SIP Return Analysis

Scheme Name ITI Banking and PSU Fund Regular - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 7.45% 8.35%
3 Year 6.69% 7.03%
5 Year - 5.93%

Rolling Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 5.76% 7.91%
3 Year 5.4% 7.64%
5 Year - 7.8%

Risk Management

Scheme Name ITI Banking and PSU Fund Regular - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 0.79% 1.18%
Sharp -0.1% -0.49%
Beta 1.37% 2.28%
Alpha 2.66% 3.99%

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Fund Managers

Scheme Name ITI Banking and PSU Fund Regular - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Vikrant Mehta Dwijendra Srivastava
Total AUM ₹698 Cr ₹14140 Cr
Fund Manage 8 14
ITI Banking and PSU Fund Regular - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

ITI Banking and PSU Fund Regular - Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

ITI Banking and PSU Fund Regular - Growth

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 16.19 3.07
Sovereign 24.89 21.53
Financial 42.51 63.26
Energy 16.41 12.14

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