ITI Banking and PSU Fund Regular vs HDFC Banking and PSU Debt Fund compare
ITI Banking and PSU Fund Regular - Growth
HDFC Banking and PSU Debt Fund - Growth Option
Chart Comparison
Overview
Scheme Name | ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
---|---|---|
Fund | ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹36 Cr | ₹6114 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 20 Oct 2020 | 26 Mar 2014 |
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 | % | 14.32% |
Expense Ratio | 0.7 | 0.79 |
Manager | Vikrant Mehta | Anil Bamboli |
ISIN Code | INF00XX01838 | INF179KA1JC4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
---|---|---|
1 Month | 0.27% | -0.13% |
6 Month | 4.5% | 4.86% |
1 Year | 8.28% | 9.01% |
3 Year | 7.07% | 7.51% |
5 Year | - | 6.23% |
SIP Return Analysis
Scheme Name | ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
---|---|---|
6 Month | 2.15% | 2.28% |
1 Year | 8.47% | 9.07% |
3 Year | 7.65% | 8.13% |
5 Year | - | 6.92% |
Rolling Lumpsum Returns
Scheme Name | ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
---|---|---|
1 Year | 6.03% | 7.66% |
3 Year | 5.54% | 7.55% |
5 Year | - | 7.14% |
Risk Management
Scheme Name | ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
---|---|---|
Standard Deviation | 0.77% | 1.03% |
Sharp | 0.50% | 0.85% |
Beta | 0.73% | 1.10% |
Alpha | -0.35% | -0.23% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
---|---|---|
Name | Vikrant Mehta | Anil Bamboli |
Total AUM | ₹698 Cr | ₹135442 Cr |
Funds Managed | 8 | 12 |
ITI Banking and PSU Fund Regular - Growth | HDFC Banking and PSU Debt Fund - Growth Option |
Market Cap
Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
HDFC Banking and PSU Debt Fund - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
HDFC Banking and PSU Debt Fund - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.86%
PGIM India Ultra Short Duration Fund - Growth
3Y Returns6.56%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns7.56%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.29%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns19.71%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns19.71%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns11.37%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns11.5%