HDFC Banking and PSU Debt Fund vs ITI Banking and PSU Fund Regular compare
ITI Banking and PSU Fund Regular - Growth
HDFC Banking and PSU Debt Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| Fund | ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹44 Cr | ₹5835 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 20 Oct 2020 | 26 Mar 2014 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | NIFTY Banking and PSU Debt Total Return Index |
| Turn Over | % | 14.32% |
| Expense Ratio | 0.7 | 0.79 |
| Manager | Vikrant Mehta | Anil Bamboli |
| ISIN Code | INF00XX01838 | INF179KA1JC4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| 1 Month | 0.09% | -0.01% |
| 6 Month | 2.28% | 2.29% |
| 1 Year | 6.92% | 7.39% |
| 3 Year | 6.92% | 7.34% |
| 5 Year | 5.71% | 5.79% |
SIP Return Analysis
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 0.97% | 1.04% |
| 1 Year | 5.5% | 5.84% |
| 3 Year | 6.87% | 7.29% |
| 5 Year | 6.47% | 6.72% |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 6.25% | 7.82% |
| 3 Year | 5.87% | 7.54% |
| 5 Year | 5.77% | 7.08% |
Risk Management
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.78% | 1.14% |
| Sharp | 0.44% | 0.69% |
| Beta | 0.66% | 1.08% |
| Alpha | -0.12% | 0.03% |
Fund Managers
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| Name | Vikrant Mehta | Anil Bamboli |
| Total AUM | ₹698 Cr | ₹135442 Cr |
| Funds Managed | 8 | 12 |
| ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
Market Cap
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
HDFC Banking and PSU Debt Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.13%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns7.05%
Invesco India Financial Services Fund - Retail Growth
3Y Returns19.14%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns14.59%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.72%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns14.72%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.57%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.34%