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ITI Banking and Financial Services Fund Regular vs Aditya Birla Sun Life Banking and Financial Services Fund compare

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tortoise-icon ITI Banking and Financial Services Fund Regular - Growth

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tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - 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 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) ₹318 Cr ₹3625 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 1.41% 1.14%
6 Month 16.64% 16.21%
1 Year 9.57% 7.71%
3 Year 16.89% 20.33%
5 Year - 22.21%

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 8.97% 10.29%
1 Year 22.55% 22.1%
3 Year 15.74% 17.84%
5 Year - 17.26%

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 14.39% 16.09%
3 Year 11.37% 14.78%
5 Year - 12.71%

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 13.66% 14.48%
Sharp 0.91% 1.10%
Beta 0.89% 0.92%
Alpha 2.14% 5.28%

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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 12.22 12.91
Small Cap 15.37 17.15
Mid Cap 7.56 10.09
Large Cap 64.85 59.86

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 3.98 1.96
Technology 1.39 1.24
Financial Services 94.63 96.8

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