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

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

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tortoise-icon Quant BFSI Fund Regular - Growth

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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 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 -3.62% -8.78%
6 Month 7.87% -7.77%
1 Year 28.61% 22.66%
3 Year 13.47% -
5 Year 13.54% -

SIP Return Analysis

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
6 Month - -
1 Year 23.89% 0.92%
3 Year 21.97% -
5 Year 19.7% -

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% -

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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

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