Nippon India Banking and Financial Services Fund vs Quant BFSI Fund Regular compare

Link copied to clipboard!

tortoise-icon Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

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 Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Quant BFSI Fund Regular - Growth
Fund Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Quant BFSI Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5930 Cr ₹619 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 May 2003 05 Jun 2023
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open-ended
Benchmark NIFTY 50 TRI NIFTY Financial Services TRI
Turn Over 38% %
Expense Ratio 1.89 2.32
Manager Vinay Sharma Sanjeev Sharma
ISIN Code INF204K01927 INF966L01CA6
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Quant BFSI Fund Regular - Growth
1 Month 1.35% -1.1%
6 Month 13.79% 8.94%
1 Year 26.49% 51.67%
3 Year 18.87% -
5 Year 17.5% -

SIP Return Analysis

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Quant BFSI Fund Regular - Growth
6 Month - -
1 Year 9.46% 24.32%
3 Year 33.1% 27.5%
5 Year 68.94% 27.5%

Rolling Lumpsum Returns

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Quant BFSI Fund Regular - Growth
1 Year 21.51% 28.15%
3 Year 57.13% 28.15%
5 Year 77.73% 28.15%

Risk Management

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Quant BFSI Fund Regular - Growth
Standard Deviation 14.79% -
Sharp 0.79% -
Beta 0.95% -
Alpha 1.92% -

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 Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Quant BFSI Fund Regular - Growth
Name Vinay Sharma Sanjeev Sharma
Total AUM ₹14183 Cr ₹39731 Cr
Fund Manage 3 22
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Quant BFSI Fund Regular - Growth

Market Cap

Scheme Name

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Quant BFSI Fund Regular - Growth

Others 3.23 27.79
Small Cap 10.52 20.71
Large Cap 75.52 51.5
Mid Cap 10.73 -

Sector Allocation

Scheme Name

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Quant BFSI Fund Regular - Growth

Others 1.47 -0.48
Financial 89.24 68.77
Insurance 7.85 16.82
Services 1.44 -
Energy - 14.89

Top Comparisons

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns16.59%

VS

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns14.28%

Compare Now

Tata Nifty Financial Services Index Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns9.75%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns10.18%

Compare Now

Franklin India Government Securities Fund - Growth Franklin India Government Securities Fund - Growth

3Y Returns4.66%

VS

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns6.4%

Compare Now
Request call back
Add to Cart Successfully