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ITI Banking and Financial Services Fund Regular vs Quant BFSI Fund Regular compare
ITI Banking and Financial Services Fund Regular - Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | ITI Banking and Financial Services Fund Regular - Growth | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹318 Cr | ₹601 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Dec 2021 | 19 Jun 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | % | % |
| Expense Ratio | 2.34 | 2.34 |
| Manager | Rohan Korde | Sanjeev Sharma |
| ISIN Code | INF00XX01BR2 | INF966L01CA6 |
| 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 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | -2.78% | 1.28% |
| 6 Month | 13.89% | 18.6% |
| 1 Year | 9.79% | 0.83% |
| 3 Year | 14.23% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 5.03% | 14.06% |
| 1 Year | 16.79% | 25.85% |
| 3 Year | 14.68% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.39% | 22.2% |
| 3 Year | 11.37% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.66% | - |
| Sharp | 0.91% | - |
| Beta | 0.89% | - |
| Alpha | 2.14% | - |
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Fund Managers
| Scheme Name | ITI Banking and Financial Services Fund Regular - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Rohan Korde | Sanjeev Sharma |
| Total AUM | ₹4626 Cr | ₹39731 Cr |
| Funds Managed | 10 | 22 |
| ITI Banking and Financial Services Fund Regular - Growth | Quant BFSI Fund Regular - Growth |
Market Cap
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 12.22 | 16.48 |
| Small Cap | 15.37 | 46.7 |
| Mid Cap | 7.56 | 14.24 |
| Large Cap | 64.85 | 22.59 |
Sector Allocation
| Scheme Name |
ITI Banking and Financial Services Fund Regular - Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 3.98 | 16.48 |
| Technology | 1.39 | 2.21 |
| Financial Services | 94.63 | 81.31 |
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