Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ITI Banking and PSU Fund Regular vs Tata Banking & PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon ITI Banking and PSU Fund Regular - Growth

Invest Now

tortoise-icon Tata Banking & 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 Tata Banking & PSU Debt Fund-Regular Plan-Growth
Fund ITI Banking and PSU Fund Regular - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹31 Cr ₹208 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 20 Oct 2020 10 Oct 2019
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark CRISIL Banking and PSU Debt CRISIL Banking and PSU Debt
Turn Over % 10%
Expense Ratio 0.7 0.72
Manager Vikrant Mehta Amit Somani
ISIN Code INF00XX01838 INF277K011X2
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
1 Month 0.99% 0.66%
6 Month 3.57% 3.73%
1 Year 7.42% 6.49%
3 Year 6.47% 4.96%
5 Year - -

SIP Return Analysis

Scheme Name ITI Banking and PSU Fund Regular - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
6 Month 2.31% -
1 Year 7.81% 1.75%
3 Year 7.21% 4.21%
5 Year - 4.38%

Rolling Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
1 Year 5.98% 5.75%
3 Year 5.51% 4.96%
5 Year - 5.56%

Risk Management

Scheme Name ITI Banking and PSU Fund Regular - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth
Standard Deviation 0.705% 1.14%
Sharp -0.334% -0.41%
Beta 0.371% 2.09%
Alpha -0.201% 3.71%

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 Tata Banking & PSU Debt Fund-Regular Plan-Growth
Name Vikrant Mehta Amit Somani
Total AUM ₹698 Cr ₹43127 Cr
Funds Managed 8 7
ITI Banking and PSU Fund Regular - Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

Market Cap

Scheme Name

ITI Banking and PSU Fund Regular - Growth

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

ITI Banking and PSU Fund Regular - Growth

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Others 100 24.83
Financial - 65.33
Energy - 9.84

Top Comparisons

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.78%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.78%

Compare Now

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns9.33%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.28%

Compare Now

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns14.17%

VS

Tata Flexi Cap Fund -Regular Plan-Growth Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns12.72%

Compare Now

ICICI Prudential Multicap Fund - Growth ICICI Prudential Multicap Fund - Growth

3Y Returns18.55%

VS

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now
Add to Cart Successfully