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

Link copied to clipboard!

tortoise-icon ITI Banking and PSU Fund Regular - Growth

Invest Now

tortoise-icon Sundaram Banking and PSU Debt Fund Regular Plan - 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 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 ₹335 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 Debt Fund Regular Plan - Growth
1 Month 0.63% 0.61%
6 Month 3.67% 4.15%
1 Year 7.6% 8.04%
3 Year 5.94% 5.78%
5 Year - 5.64%

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 7.13% 7.78%
3 Year 6.72% 7%
5 Year - 5.92%

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%

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 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 100 100

Top Comparisons

SBI Corporate Bond Fund - Regular Plan - Growth SBI Corporate Bond Fund - Regular Plan - Growth

3Y Returns5.82%

VS

Sundaram Corporate Bond Fund Regular Plan- Growth Sundaram Corporate Bond Fund Regular Plan- Growth

3Y Returns5.85%

Compare Now

SBI Multi Asset Allocation Fund - Regular Plan - Growth SBI Multi Asset Allocation Fund - Regular Plan - Growth

3Y Returns14.05%

VS

Tata Multi Asset Opportunities Fund-Regular Plan-Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth

3Y Returns13.52%

Compare Now

Kotak Money Market Scheme - (Growth) Kotak Money Market Scheme - (Growth)

3Y Returns6.57%

VS

Kotak Money Market Scheme - (Growth) Kotak Money Market Scheme - (Growth)

3Y Returns6.57%

Compare Now

HDFC Income Fund - Growth Option HDFC Income Fund - Growth Option

3Y Returns5.08%

VS

SBI Magnum Income Fund-Regular Plan-Growth SBI Magnum Income Fund-Regular Plan-Growth

3Y Returns5.96%

Compare Now
Request call back
Add to Cart Successfully