Aditya Birla Sun Life Banking and Financial Services Fund vs SBI Banking & Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Banking & Financial Services Fund - Regular Plan - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5858 Cr | ₹3278 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2015 | 01 Dec 2013 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 84% | 20% |
| Expense Ratio | 1.82 | 1.99 |
| Manager | Pradeep Kesavan | Dhaval Gala |
| ISIN Code | INF200KA1473 | INF209K011W7 |
| Exits Load | Exit load of 0.50% if redeemed within 30 days./365 | Exit load of 1% if redeemed within 30 days./365 |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.62% | -5.16% |
| 6 Month | 7.87% | 5.09% |
| 1 Year | 28.61% | 15.79% |
| 3 Year | 13.47% | 10.75% |
| 5 Year | 13.54% | 12.21% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 23.89% | 13.75% |
| 3 Year | 21.97% | 17.78% |
| 5 Year | 19.7% | 18.25% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.37% | 16.87% |
| 3 Year | 14.91% | 14.93% |
| 5 Year | 13.31% | 12.72% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.44% | 15.35% |
| Sharp | 0.68% | 0.59% |
| Beta | 0.84% | 0.93% |
| Alpha | 4% | 2.6% |
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| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Dhaval Gala |
| Total AUM | ₹434274 Cr | ₹23597 Cr |
| Fund Manage | 43 | 7 |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.86 | 1.94 |
| Large Cap | 67.25 | 64.37 |
| Small Cap | 8.37 | 18.04 |
| Mid Cap | 17.5 | 15.65 |
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.3 | 1.94 |
| Financial | 93.62 | - |
| Insurance | 4.06 | 5.65 |
| Capital Markets | - | 5.31 |
| Banks | - | 61.48 |
| Finance | - | 25.62 |
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