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) | ₹37 Cr | ₹9064 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 | 0.24% | 0.04% |
| 6 Month | 1.87% | 1.53% |
| 1 Year | 6.44% | 6.63% |
| 3 Year | 6.79% | 7.12% |
| 5 Year | 5.82% | 5.84% |
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 | 0.79% | 0.61% |
| 1 Year | 4.59% | 4.22% |
| 3 Year | 6.57% | 6.77% |
| 5 Year | 6.33% | 6.51% |
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 | 6.27% | 8.1% |
| 3 Year | 5.95% | 8.58% |
| 5 Year | 5.75% | 8.99% |
Risk Management
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.79% | 0.96% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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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