- 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
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
ITI Banking and PSU Fund Regular vs Sundaram Banking and PSU Debt Fund Regular Plan compare
ITI Banking and PSU Fund Regular - Growth
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹44 Cr | ₹400 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 20 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 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.63% | 0.77% |
| 6 Month | 2.93% | 3.11% |
| 1 Year | 7.47% | 8.11% |
| 3 Year | 7.13% | 7.66% |
| 5 Year | 5.83% | 5.65% |
SIP Return Analysis
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.3% | 1.47% |
| 1 Year | 6.9% | 7.69% |
| 3 Year | 7.28% | 7.91% |
| 5 Year | 6.62% | 6.87% |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.13% | 7.97% |
| 3 Year | 5.76% | 7.6% |
| 5 Year | - | 7.75% |
Risk Management
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.78% | 1.18% |
| Sharp | 0.39% | -0.49% |
| Beta | 0.89% | 2.28% |
| Alpha | -0.55% | 3.99% |
Fund Managers
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vikrant Mehta | Dwijendra Srivastava |
| Total AUM | ₹698 Cr | ₹14140 Cr |
| Funds Managed | 8 | 14 |
| ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns18.86%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.46%
LIC MF Banking & PSU Fund-Regular Plan-Growth
3Y Returns7.46%
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.88%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.74%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.62%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.35%
