Funds similar to ITI Banking & PSU Debt Fund Direct-Growth in the Debt: Banking and PSU category include Axis Banking & PSU Debt Direct Plan-Growth, Bandhan Banking and PSU Fund Direct-Growth, and Aditya Birla Sun Life Banking & PSU Debt Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

What is the rank of ITI Banking & PSU Debt Fund Direct-Growth in its category?

On a 3-year return basis ITI Banking & PSU Debt Fund Direct-Growth is ranked 14 out of 19 funds in the Debt: Banking and PSU category as of 16 Jul 2026. On a 5-year return basis it ranks 7 out of 18. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

How does ITI Banking & PSU Debt Fund Direct-Growth's expense ratio compare to similar funds?

ITI Banking & PSU Debt Fund Direct-Growth has an expense ratio of 0.23%. The peers Axis Banking & PSU Debt Direct Plan-Growth has an expense ratio of 0.36% and Bandhan Banking and PSU Fund Direct-Growth has 0.36%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

How does ITI Banking & PSU Debt Fund Direct-Growth's AUM compare to similar funds?

ITI Banking & PSU Debt Fund Direct-Growth has an AUM of ₹33.51 crore. The peers Axis Banking & PSU Debt Direct Plan-Growth has an AUM of ₹12,270.1 crore and Bandhan Banking and PSU Fund Direct-Growth has ₹12,172.2 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Which fund has the best 3-year returns in the Debt: Banking and PSU?

The top performing fund in the Debt: Banking and PSU category on a 3-year basis is Kotak Banking and PSU Debt Fund Direct-Growth with a CAGR of 7.55% as of 16 Jul 2026. ITI Banking & PSU Debt Fund Direct-Growth has delivered 7.16% CAGR over the same period, ranking 14 out of 19 funds. You can view and compare the full category ranking on sharpely.

How does ITI Banking & PSU Debt Fund Direct-Growth rank in risk-adjusted returns vs peers?

On a risk-adjusted basis, ITI Banking & PSU Debt Fund Direct-Growth has a Sharpe ratio of 1.20 compared to the Debt: Banking and PSU average of 0.95 as of 16 Jul 2026. It ranks 4 out of 19 funds in its category on Sharpe ratio.