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SBI Banking & Financial Services Fund vs Nippon India Banking and Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Chart Comparison
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 Risk | Very High Risk |
| Asset Size (Cr) | ₹6556 Cr | ₹6226 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2015 | 26 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 | 1.81 | 1.88 |
| Manager | Pradeep Kesavan | Vinay Sharma |
| ISIN Code | INF200KA1473 | INF204K01927 |
| Exits Load | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Nippon India Banking & Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./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 | -0.52% | 0.67% |
| 6 Month | -2.19% | -3.95% |
| 1 Year | 11.38% | 6.51% |
| 3 Year | 14.64% | 15.13% |
| 5 Year | 11.95% | 13.73% |
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 | 1.57% | -1.07% |
| 3 Year | 15.99% | 14.58% |
| 5 Year | 16.86% | 19.37% |
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 | 17.48% | 21.65% |
| 3 Year | 14.93% | 18.64% |
| 5 Year | 13.34% | 17.19% |
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 | 13.433% | 14.243% |
| Sharp | 0.611% | 0.59% |
| Beta | 0.852% | 0.908% |
| Alpha | 5.356% | 5.37% |
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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 | 11.6 | 0.82 |
| Mid Cap | 19.27 | 10.85 |
| Small Cap | 15.2 | 11.07 |
| Large Cap | 53.93 | 77.26 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 11.6 | 0.82 |
| Finance | 18.54 | - |
| Banks | 57.27 | - |
| Capital Markets | 5.39 | - |
| Financial Technology (Fintech) | 2.22 | - |
| Insurance | 4.98 | 8.13 |
| Financial | - | 89.48 |
| Services | - | 1.57 |
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