Aditya Birla Sun Life Banking and Financial Services Fund vs Tata Banking And Financial Services Fund compare

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

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tortoise-icon Tata Banking And Financial Services Fund-Regular Plan-Growth

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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 Tata Banking And Financial Services Fund-Regular Plan-Growth
Fund Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3264 Cr ₹2374 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Dec 2013 28 Dec 2015
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI Nifty Financial Services TRI
Turn Over 20% 10.36%
Expense Ratio 1.99 1.97
Manager Dhaval Gala Amey Sathe
ISIN Code INF209K011W7 INF277K01Y86
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 Tata Banking And Financial Services Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Month 0.62% 0.7%
6 Month 1.35% 3.12%
1 Year 7.27% 8.16%
3 Year 13.94% 15.53%
5 Year 11.87% 12.38%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
6 Month - -
1 Year 5.57% 9.1%
3 Year 15.54% 17.43%
5 Year 17.37% 17.33%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Year 16.87% 17.42%
3 Year 14.93% 13.7%
5 Year 12.72% 14.01%

Risk Management

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
Standard Deviation 15.35% 15.02%
Sharp 0.59% 0.64%
Beta 0.93% 0.96%
Alpha 2.6% 3.82%

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Fund Managers

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
Name Dhaval Gala Amey Sathe
Total AUM ₹23597 Cr ₹11910 Cr
Fund Manage 7 4
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

Market Cap

Scheme Name

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

Tata Banking And Financial Services Fund-Regular Plan-Growth

Others 2.39 1.36
Small Cap 18.17 27.66
Large Cap 66.83 57.08
Mid Cap 12.62 13.9

Sector Allocation

Scheme Name

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

Tata Banking And Financial Services Fund-Regular Plan-Growth

Others 2.39 1.36
Capital Markets 6.3 6.84
Banks 64.41 61.74
Finance 21.96 20.77
Insurance 4.95 7.28
Financial Technology (Fintech) - 2.01

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