ITI Banking and Financial Services Fund -Regular Plan - Growth Option
10.52
15.2
-
-
11.73
NiftyFinancialServices TRI
21.31
17.44
21.42
14.35
17.79
Equity: Sectoral-Banking and Financial Services
11.57
18.11
22.08
12.46
14.97
Yearly Performance (%)
Nav Movement
Fund Managers
Rohan Korde, Nilay Dalal, Rajesh Bhatia
Investment Objective
The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services.
Returns Calculator for
ITI Banking and Financial Services Fund -Regular Plan - Growth Option
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
ITI Banking and Financial Services Fund -Regular Plan - Growth Option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
ITI Banking and Financial Services Fund -Regular Plan - Growth Option