Baroda BNP Paribas Banking and PSU Bond Fund 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 Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option

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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 Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
Fund ITI Banking and PSU Fund Regular - Growth Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹30 Cr ₹30 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 22 Oct 2020 03 Dec 2020
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 % 12.69%
Expense Ratio 0.7 0.79
Manager Vikrant Mehta Mayank Prakash
ISIN Code INF00XX01838 INF955L01JX6
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
1 Month 0.66% 0.69%
6 Month 3.89% 3.92%
1 Year 7.09% 6.7%
3 Year 5.5% 4.63%
5 Year - -

SIP Return Analysis

Scheme Name ITI Banking and PSU Fund Regular - Growth Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
6 Month - -
1 Year 3.28% 3.19%
3 Year 9.3% 8.34%
5 Year 11.19% 9.48%

Rolling Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
1 Year 4.64% 3.93%
3 Year 10.84% 9.45%
5 Year 11.38% 9.78%

Risk Management

Scheme Name ITI Banking and PSU Fund Regular - Growth Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
Standard Deviation 0.79% 1.5%
Sharp -0.1% -0.62%
Beta 1.37% 2.62%
Alpha 2.66% 4.31%

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Fund Managers

Scheme Name ITI Banking and PSU Fund Regular - Growth Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
Name Vikrant Mehta Mayank Prakash
Total AUM ₹698 Cr ₹9848 Cr
Fund Manage 8 9
ITI Banking and PSU Fund Regular - Growth Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

ITI Banking and PSU Fund Regular - Growth

Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option

Others 100 100

Sector Allocation

Scheme Name

ITI Banking and PSU Fund Regular - Growth

Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option

Sovereign 24.89 12.68
Others 16.19 8.7
Financial 42.51 48.72
Energy 16.41 13.64
Services - 9.32
Communication - 6.94

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