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BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs ITI Banking and PSU Fund Regular compare
ITI Banking and PSU Fund Regular - Growth
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| Fund | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹44 Cr | ₹148 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 20 Oct 2020 | 13 Nov 2023 |
| Category | PSU Themes | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | BSE India Financials Bond Index |
| Turn Over | % | % |
| Expense Ratio | 0.7 | 0.89 |
| Manager | Vikrant Mehta | Siddharth Chaudhary |
| ISIN Code | INF00XX01838 | INF0QA701557 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Month | 0.48% | 0.75% |
| 6 Month | 2.93% | 3.01% |
| 1 Year | 7.4% | 7.97% |
| 3 Year | 7.12% | - |
| 5 Year | 5.84% | - |
SIP Return Analysis
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 1.28% | 1.31% |
| 1 Year | 6.68% | 7.25% |
| 3 Year | 7.23% | - |
| 5 Year | 6.61% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 6.13% | 8.15% |
| 3 Year | 5.76% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | 0.77% | - |
| Sharp | 0.51% | - |
| Beta | 0.65% | - |
| Alpha | -0.10% | - |
Fund Managers
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| Name | Vikrant Mehta | Siddharth Chaudhary |
| Total AUM | ₹698 Cr | ₹7136 Cr |
| Funds Managed | 8 | 8 |
| ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 100 | 100 |
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