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SBI Banking & Financial Services Fund vs Quant BFSI Fund Regular compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
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 Risk | Very High Risk |
| 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 | -0.52% | -4.18% |
| 6 Month | -2.19% | -15.7% |
| 1 Year | 11.38% | -10.07% |
| 3 Year | 14.64% | - |
| 5 Year | 11.95% | - |
SIP Return Analysis
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 1.57% | -18.36% |
| 3 Year | 15.99% | - |
| 5 Year | 16.86% | - |
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 | 13.433% | - |
| Sharp | 0.611% | - |
| Beta | 0.852% | - |
| Alpha | 5.356% | - |
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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 | 11.6 | 14.74 |
| Mid Cap | 19.27 | 9.25 |
| Small Cap | 15.2 | 44.63 |
| Large Cap | 53.93 | 31.36 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 11.6 | 14.74 |
| Finance | 18.54 | 50.76 |
| Banks | 57.27 | 9.13 |
| Capital Markets | 5.39 | - |
| Financial Technology (Fintech) | 2.22 | - |
| Insurance | 4.98 | 17.53 |
| Petroleum Products | - | 4.36 |
| Telecom - Services | - | 3.46 |
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