Aditya Birla Sun Life Banking and Financial Services Fund vs Tata Banking And Financial Services Fund compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Tata Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
| 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) | ₹3278 Cr | ₹2228 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Dec 2013 | 18 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 | 1.99 |
| Manager | Dhaval Gala | Amey Sathe |
| ISIN Code | INF209K011W7 | INF277K01Y86 |
| Exits Load | Exit load of 1% if redeemed within 30 days./365 | Exit load of 0.25% if redeemed within 30 days./365 |
| 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 | 1.09% | -2.53% |
| 6 Month | 13.43% | 9.34% |
| 1 Year | 20.71% | 24.87% |
| 3 Year | 14.37% | 13.38% |
| 5 Year | 15.71% | 14.32% |
| 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 | 7.99% | 8.04% |
| 3 Year | 27.72% | 28.88% |
| 5 Year | 55.22% | 52.45% |
| 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 | 16.91% | 17.24% |
| 3 Year | 15% | 13.71% |
| 5 Year | 12.73% | 14.01% |
| 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% | 0.59% |
| Beta | 0.93% | 0.96% |
| Alpha | 2.6% | 4.36% |
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| 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 |
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.7 | 3.23 |
| Large Cap | 65.89 | 57.88 |
| Mid Cap | 16.9 | 10.37 |
| Small Cap | 15.5 | 28.52 |
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.27 | 3.23 |
| Financial | 91.28 | 89.4 |
| Insurance | 4.02 | 4 |
| Services | 2.99 | 2.21 |
| Unclassified | 0.43 | - |
| Healthcare | - | 1.16 |
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