Axis Banking & PSU Debt Fund vs ITI Banking and PSU Fund Regular compare
ITI Banking and PSU Fund Regular - Growth
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Chart Comparison
Overview
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Fund | ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹44 Cr | ₹13417 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 20 Oct 2020 | 08 Jun 2012 |
| Category | PSU Themes | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | Nifty Banking & PSU Debt Index A-II |
| Turn Over | % | % |
| Expense Ratio | 0.7 | 0.63 |
| Manager | Vikrant Mehta | Hardik Shah |
| ISIN Code | INF00XX01838 | INF846K01CB0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Month | 0.37% | 0.51% |
| 6 Month | 2.72% | 3% |
| 1 Year | 7.37% | 8.04% |
| 3 Year | 7.07% | 7.33% |
| 5 Year | 5.78% | 5.78% |
SIP Return Analysis
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 6 Month | 1.28% | 1.48% |
| 1 Year | 6.55% | 7.35% |
| 3 Year | 7.18% | 7.59% |
| 5 Year | 6.6% | 6.78% |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Year | 6.22% | 7.98% |
| 3 Year | 5.83% | 7.97% |
| 5 Year | 5.83% | 7.94% |
Risk Management
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Standard Deviation | 0.77% | 0.99% |
| Sharp | 0.51% | 0.62% |
| Beta | 0.65% | 0.87% |
| Alpha | -0.10% | -0.05% |
Fund Managers
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Name | Vikrant Mehta | Hardik Shah |
| Total AUM | ₹698 Cr | ₹0 Cr |
| Funds Managed | 8 | 12 |
| ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Market Cap
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
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