ITI Banking and PSU Fund Regular vs Aditya Birla Sun Life Banking & PSU Debt Fund compare
ITI Banking and PSU Fund Regular - Growth
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Fund | ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹44 Cr | ₹9235 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 20 Oct 2020 | 02 May 2008 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | NIFTY Banking and PSU Debt Total Return Index |
| Turn Over | % | 0.0% |
| Expense Ratio | 0.7 | 0.73 |
| Manager | Vikrant Mehta | Harshil Suvarnkar |
| ISIN Code | INF00XX01838 | INF209K01LV0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.07% | 0.04% |
| 6 Month | 2.28% | 2.23% |
| 1 Year | 6.91% | 7.29% |
| 3 Year | 6.96% | 7.36% |
| 5 Year | 5.72% | 5.86% |
SIP Return Analysis
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.03% | 1.14% |
| 1 Year | 5.78% | 6.2% |
| 3 Year | 6.93% | 7.37% |
| 5 Year | 6.49% | 6.79% |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.24% | 8.15% |
| 3 Year | 5.85% | 8.64% |
| 5 Year | 5.81% | 9% |
Risk Management
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.78% | 1.13% |
| Sharp | 0.44% | 0.68% |
| Beta | 0.66% | 1.06% |
| Alpha | -0.12% | 0.03% |
Fund Managers
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Name | Vikrant Mehta | Harshil Suvarnkar |
| Total AUM | ₹698 Cr | ₹55823 Cr |
| Funds Managed | 8 | 13 |
| ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Market Cap
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
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