Aditya Birla Sun Life Banking and Financial Services Fund vs Quant BFSI Fund Regular compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Invest Now

tortoise-icon Quant BFSI Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3264 Cr ₹630 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 2.33
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 0.62% 1.42%
6 Month 1.35% -9.87%
1 Year 7.27% 13.23%
3 Year 13.94% -
5 Year 11.87% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
6 Month - -
1 Year 5.57% -4.24%
3 Year 15.54% -
5 Year 17.37% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Year 16.87% 50.02%
3 Year 14.93% -
5 Year 12.72% -

Risk Management

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Standard Deviation 15.35% -
Sharp 0.59% -
Beta 0.93% -
Alpha 2.6% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 2.39 14.74
Small Cap 18.17 44.63
Large Cap 66.83 31.36
Mid Cap 12.62 9.25

Sector Allocation

Scheme Name

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Others 2.39 14.74
Capital Markets 6.3 -
Banks 64.41 9.13
Finance 21.96 50.76
Insurance 4.95 17.53
Petroleum Products - 4.36
Telecom - Services - 3.46

Top Comparisons

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns18.75%

VS

DSP Quant Fund - Regular Plan - Growth DSP Quant Fund - Regular Plan - Growth

3Y Returns8%

Compare Now

HDFC Small Cap Fund - Growth Option HDFC Small Cap Fund - Growth Option

3Y Returns21.78%

VS

DSP Small Cap Fund - Regular - Growth DSP Small Cap Fund - Regular - Growth

3Y Returns22.07%

Compare Now

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns20.69%

VS

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns14.3%

Compare Now

BANDHAN Hybrid Equity Fund-Regular Plan Growth BANDHAN Hybrid Equity Fund-Regular Plan Growth

3Y Returns13.94%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns11.92%

Compare Now
Request call back
Add to Cart Successfully