Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Banking & Financial Services Fund vs Quant BFSI Fund Regular 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) ₹6556 Cr ₹601 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Feb 2015 19 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 1.81 2.34
Manager Pradeep Kesavan Sanjeev Sharma
ISIN Code INF200KA1473 INF966L01CA6
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 Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Month 7.46% 7.13%
6 Month 6.05% -1.91%
1 Year 21.46% 0.18%
3 Year 18.85% -
5 Year 24.83% -

SIP Return Analysis

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
6 Month 6.89% 1.9%
1 Year 15.68% -7.61%
3 Year 21.31% -
5 Year 19.27% -

Rolling Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Year 17.48% 40.14%
3 Year 14.93% -
5 Year 13.34% -

Risk Management

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Standard Deviation 13.062% -
Sharp 0.684% -
Beta 0.84% -
Alpha 5.666% -

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
Funds Managed 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 14.28 19.22
Mid Cap 16.45 5.43
Small Cap 14.09 32.59
Large Cap 55.18 42.76

Sector Allocation

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Others 14.28 19.22
Financial Services 85.72 69.12
Energy - 7.49
Technology - 4.17

Top Comparisons

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns4.22%

VS

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns7.2%

Compare Now

UTI Balanced Advantage Fund - Regular (G) UTI Balanced Advantage Fund - Regular (G)

3Y Returns0%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns12.84%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns10.57%

VS

DSP Regular Savings Fund- Regular Plan - Growth DSP Regular Savings Fund- Regular Plan - Growth

3Y Returns9.55%

Compare Now

SBI Magnum Midcap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth

3Y Returns16.95%

VS

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns21.55%

Compare Now
Add to Cart Successfully