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) | ₹36 Cr | ₹147 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 20 Oct 2020 | 13 Nov 2023 |
Category | Banking and PSU | Banking and PSU |
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 | 0.42% | 0.26% |
6 Month | 4.53% | 5.17% |
1 Year | 8.24% | 9.29% |
3 Year | 7.08% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
---|---|---|
6 Month | 2.12% | 2.46% |
1 Year | 8.5% | 9.52% |
3 Year | 7.67% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
---|---|---|
1 Year | 6.03% | 7.86% |
3 Year | 5.54% | - |
5 Year | - | - |
Risk Management
Scheme Name | ITI Banking and PSU Fund Regular - Growth | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
---|---|---|
Standard Deviation | 0.78% | - |
Sharp | 0.44% | - |
Beta | 0.75% | - |
Alpha | -0.42% | - |
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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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