Nippon India Banking and Financial Services Fund vs SBI Banking & Financial Services Fund compare

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tortoise-icon SBI Banking & Financial Services Fund - Regular Plan - Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Fund SBI Banking & Financial Services Fund - Regular Plan - Growth Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5858 Cr ₹5930 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Feb 2015 01 May 2003
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI NIFTY 50 TRI
Turn Over 84% 38%
Expense Ratio 1.82 1.89
Manager Pradeep Kesavan Vinay Sharma
ISIN Code INF200KA1473 INF204K01927
Exits Load Exit load of 0.50% if redeemed within 30 days./365 Exit load of 1%, if redeemed within 1 month./365

Trailing Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
1 Month -3.62% -4.57%
6 Month 7.87% 6.64%
1 Year 28.61% 19.4%
3 Year 13.47% 15.28%
5 Year 13.54% 14.2%

SIP Return Analysis

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
6 Month - -
1 Year 23.89% 16.45%
3 Year 21.97% 20.85%
5 Year 19.7% 22.21%

Rolling Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
1 Year 17.37% 21.95%
3 Year 14.91% 18.76%
5 Year 13.31% 17.3%

Risk Management

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Standard Deviation 14.44% 14.79%
Sharp 0.68% 0.79%
Beta 0.84% 0.95%
Alpha 4% 1.92%

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Fund Managers

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Name Pradeep Kesavan Vinay Sharma
Total AUM ₹434274 Cr ₹14183 Cr
Fund Manage 43 3
SBI Banking & Financial Services Fund - Regular Plan - Growth Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Market Cap

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

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

Others 6.86 0.82
Large Cap 67.25 77.26
Small Cap 8.37 11.07
Mid Cap 17.5 10.85

Sector Allocation

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

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

Others 2.3 0.82
Financial 93.62 89.48
Insurance 4.06 8.13
Services - 1.57

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