- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Banking and Financial Services Fund vs Quant BFSI Fund Regular compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3101 Cr | ₹601 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Dec 2013 | 19 Jun 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 20% | % |
| Expense Ratio | 1.99 | 2.34 |
| Manager | Dhaval Gala | Sanjeev Sharma |
| ISIN Code | INF209K011W7 | INF966L01CA6 |
| Exits Load | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | 8.06% | 7.13% |
| 6 Month | 4.4% | -1.91% |
| 1 Year | 16.43% | 0.18% |
| 3 Year | 16.67% | - |
| 5 Year | 25.9% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 8.24% | 1.9% |
| 1 Year | 13.61% | -7.61% |
| 3 Year | 17.36% | - |
| 5 Year | 17.7% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.58% | 40.14% |
| 3 Year | 14.76% | - |
| 5 Year | 12.61% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.932% | - |
| Sharp | 0.453% | - |
| Beta | 0.96% | - |
| Alpha | 3.029% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Dhaval Gala | Sanjeev Sharma |
| Total AUM | ₹23597 Cr | ₹39731 Cr |
| Funds Managed | 7 | 22 |
| Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 6.76 | 19.22 |
| Small Cap | 16.03 | 32.59 |
| Mid Cap | 12.68 | 5.43 |
| Large Cap | 64.53 | 42.76 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 4 | 19.22 |
| Financial Services | 94.79 | 69.12 |
| Technology | 1.22 | 4.17 |
| Energy | - | 7.49 |
Top Comparisons
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns7.56%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns9.8%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns13.69%
Invesco India Flexi Cap Fund - Growth
3Y Returns19.55%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns14.76%
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns14.76%
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns17.86%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns22.34%
