ITI Banking and PSU Fund Regular vs Axis Banking & PSU Debt Fund compare
ITI Banking and PSU Fund Regular - Growth
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Chart Comparison
Overview
Scheme Name | ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Fund | ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹36 Cr | ₹13056 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 20 Oct 2020 | 08 Jun 2012 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Banking and PSU Debt | Nifty Banking & PSU Debt Index A-II |
Turn Over | % | % |
Expense Ratio | 0.7 | 0.63 |
Manager | Vikrant Mehta | Hardik Shah |
ISIN Code | INF00XX01838 | INF846K01CB0 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
1 Month | 0.65% | 0.87% |
6 Month | 3.06% | 3.31% |
1 Year | 7.51% | 8.08% |
3 Year | 7.15% | 7.46% |
5 Year | 5.82% | 5.79% |
SIP Return Analysis
Scheme Name | ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
6 Month | 1.34% | 1.47% |
1 Year | 7.02% | 7.73% |
3 Year | 7.32% | 7.69% |
5 Year | - | 6.79% |
Rolling Lumpsum Returns
Scheme Name | ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
1 Year | 6.13% | 7.96% |
3 Year | 5.76% | 8% |
5 Year | - | 7.95% |
Risk Management
Scheme Name | ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Standard Deviation | 0.78% | 0.87% |
Sharp | 0.39% | -0.4% |
Beta | 0.89% | 1.63% |
Alpha | -0.55% | 2.92% |
Fund Managers
Scheme Name | ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Name | Vikrant Mehta | Hardik Shah |
Total AUM | ₹698 Cr | ₹0 Cr |
Funds Managed | 8 | 12 |
ITI Banking and PSU Fund Regular - Growth | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Market Cap
Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Others | 100 | 100 |
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