Quant BFSI Fund Regular vs SBI Banking & Financial Services Fund compare

Link copied to clipboard!

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

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 SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Fund SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5858 Cr ₹619 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Feb 2015 05 Jun 2023
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open-ended
Benchmark Nifty Financial Services TRI NIFTY Financial Services TRI
Turn Over 84% %
Expense Ratio 1.82 2.32
Manager Pradeep Kesavan Sanjeev Sharma
ISIN Code INF200KA1473 INF966L01CA6
Exits Load Exit load of 0.50% if redeemed within 30 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Month -0.34% -2.94%
6 Month 8.15% -8.76%
1 Year 30.94% 21.62%
3 Year 14.94% -
5 Year 14.07% -

SIP Return Analysis

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Year 17.37% 50.02%
3 Year 14.91% -
5 Year 13.31% -

Risk Management

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Standard Deviation 14.44% -
Sharp 0.68% -
Beta 0.84% -
Alpha 4% -

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 SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Name Pradeep Kesavan Sanjeev Sharma
Total AUM ₹434274 Cr ₹39731 Cr
Fund Manage 43 22
SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth

Market Cap

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Others 6.86 14.74
Large Cap 67.25 31.36
Small Cap 8.37 44.63
Mid Cap 17.5 9.25

Sector Allocation

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Others 2.3 14.74
Financial 93.62 -
Insurance 4.06 17.53
Petroleum Products - 4.36
Finance - 50.76
Telecom - Services - 3.46
Banks - 9.13

Top Comparisons

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns14.98%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns14.21%

Compare Now

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns11.93%

VS

Sundaram Global Brand Fund Regular Plan - Growth Sundaram Global Brand Fund Regular Plan - Growth

3Y Returns6.03%

Compare Now

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns5.93%

VS

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns5.97%

Compare Now

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

3Y Returns11.17%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns21.9%

Compare Now
Request call back
Add to Cart Successfully