HSBC Banking and PSU Debt Fund vs ITI Banking and PSU Fund Regular compare
ITI Banking and PSU Fund Regular - Growth
HSBC Banking and PSU Debt Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ITI Banking and PSU Fund Regular - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
---|---|---|
Fund | ITI Banking and PSU Fund Regular - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹36 Cr | ₹4295 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 20 Oct 2020 | 12 Sep 2012 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Banking and PSU Debt | NIFTY Banking and PSU Debt Index |
Turn Over | % | 15% |
Expense Ratio | 0.7 | 0.61 |
Manager | Vikrant Mehta | Jalpan Shah |
ISIN Code | INF00XX01838 | INF677K01AE7 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ITI Banking and PSU Fund Regular - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
---|---|---|
1 Month | 0.32% | 0.02% |
6 Month | 4.54% | 5.06% |
1 Year | 8.27% | 8.73% |
3 Year | 7.08% | 7.15% |
5 Year | - | 5.3% |
SIP Return Analysis
Scheme Name | ITI Banking and PSU Fund Regular - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
---|---|---|
6 Month | 2.17% | 2.52% |
1 Year | 8.6% | 9.51% |
3 Year | 7.7% | 7.91% |
5 Year | - | 6.41% |
Rolling Lumpsum Returns
Scheme Name | ITI Banking and PSU Fund Regular - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
---|---|---|
1 Year | 6.03% | 7.08% |
3 Year | 5.54% | 6.92% |
5 Year | - | 6.19% |
Risk Management
Scheme Name | ITI Banking and PSU Fund Regular - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.78% | 1.23% |
Sharp | 0.44% | 0.39% |
Beta | 0.75% | 1.48% |
Alpha | -0.42% | -1.01% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ITI Banking and PSU Fund Regular - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
---|---|---|
Name | Vikrant Mehta | Jalpan Shah |
Total AUM | ₹698 Cr | ₹16521 Cr |
Funds Managed | 8 | 6 |
ITI Banking and PSU Fund Regular - Growth | HSBC Banking and PSU Debt Fund - Regular Growth |
Market Cap
Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
HSBC Banking and PSU Debt Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
HSBC Banking and PSU Debt Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
SBI Large Cap Fund-Regular Plan Growth
3Y Returns17.9%
Motilal Oswal Large Cap Fund - Regular (G)
3Y Returns0%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns22.03%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns15.96%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns22.01%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns24.12%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns16.72%