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Compare ITI Banking & PSU Debt Fund vs Sundaram Banking & PSU Fund

Risk

Moderate
Moderate

Rating

4.0
4.0

Min SIP Amount

₹500
₹250

Expense Ratio

0.7
0.41

NAV

₹13.33
₹44.17

Fund Started

05 Oct 2020
20 Dec 2004

Fund Size

₹37.19 Cr
₹377.41 Cr

Exit Load

-
-

1 Year

6.91%
7.47%

3 Year

6.94%
7.42%

5 Year

5.73%
5.62%

Equity

0.00%
0.00%

Cash

8.71%
4.11%

Top 10 Holdings

-
-

Name

Laukik Bagwe
Dwijendra Srivastava

Start Date

01 Feb 2025
02 Jul 2025

Description

The scheme seeks to generate income / capital appreciation through investments in debt and money market instruments consisting predominantly of securities issued by entities such as Scheduled Commercial Banks(SCBs), Public Sector undertakings(PSUs), Public Financial Institutions(PFIs) and Municipal Bonds.
The scheme seeks to generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds.

Launch Date

05 Oct 2020
20 Dec 2004

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