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) ₹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

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 -4.62% -4.32%
6 Month 5.68% 8.49%
1 Year 16.45% 16.91%
3 Year 10.99% 12.84%
5 Year 12.35% 13.07%

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 13.75% 16.84%
3 Year 17.78% 19.49%
5 Year 18.25% 18.19%

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% 0.49%
Beta 0.93% 0.96%
Alpha 2.6% 4.06%

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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 1.94 3.23
Small Cap 18.04 28.52
Large Cap 64.37 57.88
Mid Cap 15.65 10.37

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 1.94 3.23
Capital Markets 5.31 -
Banks 61.48 -
Finance 25.62 -
Insurance 5.65 4
Financial - 89.4
Healthcare - 1.16
Services - 2.21

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