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HSBC Banking and PSU Debt 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 HSBC Banking and PSU Debt Fund - Regular Growth

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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 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) ₹44 Cr ₹4425 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 20 Oct 2020 12 Sep 2012
Category PSU Themes PSU Themes
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 0.37% 0.51%
6 Month 2.72% 3.1%
1 Year 7.37% 8.04%
3 Year 7.07% 7.25%
5 Year 5.78% 5.24%

SIP Return Analysis

Scheme Name ITI Banking and PSU Fund Regular - Growth HSBC Banking and PSU Debt Fund - Regular Growth
6 Month 1.28% 1.52%
1 Year 6.55% 7.53%
3 Year 7.18% 7.52%
5 Year 6.6% 6.45%

Rolling Lumpsum Returns

Scheme Name ITI Banking and PSU Fund Regular - Growth HSBC Banking and PSU Debt Fund - Regular Growth
1 Year 6.22% 7.16%
3 Year 5.83% 6.93%
5 Year 5.83% 6.17%

Risk Management

Scheme Name ITI Banking and PSU Fund Regular - Growth HSBC Banking and PSU Debt Fund - Regular Growth
Standard Deviation 0.77% 1.07%
Sharp 0.51% 0.54%
Beta 0.65% 0.97%
Alpha -0.10% -0.16%

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

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