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Sundaram Banking and PSU Debt Fund Regular Plan vs ITI Banking and PSU Fund Regular 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 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 1.39% 1.76%
6 Month 3.94% 4.22%
1 Year 7.86% 8.79%
3 Year 6.59% 6.51%
5 Year - 5.84%

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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