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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 Debt Fund Regular Plan - Growth
Chart Comparison
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 | Moderate |
| Asset Size (Cr) | ₹31 Cr | ₹336 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 | 0.42 |
| 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 Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.99% | 1.32% |
| 6 Month | 3.57% | 3.77% |
| 1 Year | 7.42% | 8.34% |
| 3 Year | 6.47% | 6.37% |
| 5 Year | - | 5.75% |
SIP Return Analysis
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.31% | 2.53% |
| 1 Year | 7.81% | 8.6% |
| 3 Year | 7.21% | 7.7% |
| 5 Year | - | 6.34% |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.98% | 7.93% |
| 3 Year | 5.51% | 7.63% |
| 5 Year | - | 7.78% |
Risk Management
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.705% | 1.18% |
| Sharp | -0.334% | -0.49% |
| Beta | 0.371% | 2.28% |
| Alpha | -0.201% | 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 |
| Funds Managed | 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 | 100 | 100 |
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