- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
ITI Banking and Financial Services Fund Regular vs Aditya Birla Sun Life Banking and Financial Services Fund compare
ITI Banking and Financial Services Fund Regular - Growth
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Banking and Financial Services Fund Regular - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹266 Cr | ₹3101 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Dec 2021 | 14 Dec 2013 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | % | 20% |
| Expense Ratio | 2.34 | 1.99 |
| Manager | Rohan Korde | Dhaval Gala |
| ISIN Code | INF00XX01BR2 | INF209K011W7 |
| Exits Load | ITI Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.64% | 5.23% |
| 6 Month | 6.36% | 3.82% |
| 1 Year | 10.52% | 10.17% |
| 3 Year | 15.2% | 17.12% |
| 5 Year | - | 23.12% |
SIP Return Analysis
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.11% | 8.91% |
| 1 Year | 15.9% | 13.67% |
| 3 Year | 15.27% | 17.69% |
| 5 Year | - | 17.82% |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.74% | 16.58% |
| 3 Year | 10.47% | 14.76% |
| 5 Year | - | 12.61% |
Risk Management
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.993% | 14.932% |
| Sharp | 0.274% | 0.453% |
| Beta | 0.91% | 0.96% |
| Alpha | 0.817% | 3.029% |
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 Financial Services Fund Regular - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rohan Korde | Dhaval Gala |
| Total AUM | ₹4626 Cr | ₹23597 Cr |
| Funds Managed | 10 | 7 |
| ITI Banking and Financial Services Fund Regular - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.63 | 6.76 |
| Small Cap | 10.04 | 16.03 |
| Large Cap | 74.84 | 64.53 |
| Mid Cap | 11.49 | 12.68 |
Sector Allocation
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.05 | 4 |
| Technology | 0.86 | 1.22 |
| Financial Services | 97.09 | 94.79 |
Top Comparisons
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.2%
HSBC Short Duration Fund - Regular Growth
3Y Returns6.65%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns19.64%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns14.92%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns7.4%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns5.94%
