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ITI Banking and PSU Fund Regular vs Sundaram Banking and PSU Debt Fund Regular Plan compare
ITI Banking and PSU Fund Regular - Growth
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹44 Cr | ₹400 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 20 Oct 2020 | 30 Dec 2004 |
| Category | PSU Themes | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | Nifty Banking and PSU Debt Index A-II |
| Turn Over | % | 18% |
| Expense Ratio | 0.7 | 0.41 |
| Manager | Vikrant Mehta | Dwijendra Srivastava |
| ISIN Code | INF00XX01838 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.44% | 0.52% |
| 6 Month | 2.91% | 3.03% |
| 1 Year | 7.43% | 8.06% |
| 3 Year | 7.13% | 7.67% |
| 5 Year | 5.81% | 5.66% |
SIP Return Analysis
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.28% | 1.39% |
| 1 Year | 6.74% | 7.42% |
| 3 Year | 7.25% | 7.87% |
| 5 Year | 6.63% | 6.89% |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.13% | 7.97% |
| 3 Year | 5.76% | 7.6% |
| 5 Year | - | 7.75% |
Risk Management
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.77% | 1.18% |
| Sharp | 0.51% | -0.49% |
| Beta | 0.65% | 2.28% |
| Alpha | -0.10% | 3.99% |
Fund Managers
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vikrant Mehta | Dwijendra Srivastava |
| Total AUM | ₹698 Cr | ₹14140 Cr |
| Funds Managed | 8 | 14 |
| ITI Banking and PSU Fund Regular - Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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