SBI Banking & Financial Services Fund vs Tata Banking And Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
Tata Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5858 Cr | ₹2228 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2015 | 18 Dec 2015 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 84% | 10.36% |
| Expense Ratio | 1.82 | 1.99 |
| Manager | Pradeep Kesavan | Amey Sathe |
| ISIN Code | INF200KA1473 | INF277K01Y86 |
| Exits Load | Exit load of 0.50% if redeemed within 30 days./365 | Exit load of 0.25% if redeemed within 30 days./365 |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.69% | 0.15% |
| 6 Month | 16.59% | 12.56% |
| 1 Year | 33.66% | 22.32% |
| 3 Year | 15.66% | 14.29% |
| 5 Year | 16.63% | 15.58% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.85% | 8.04% |
| 3 Year | 32.19% | 28.88% |
| 5 Year | 56.99% | 52.45% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 18.33% | 17.17% |
| 3 Year | 45.65% | 44.35% |
| 5 Year | 65.44% | 60.84% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.44% | 15.02% |
| Sharp | 0.68% | 0.52% |
| Beta | 0.84% | 0.96% |
| Alpha | 4% | 3.89% |
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| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Amey Sathe |
| Total AUM | ₹434274 Cr | ₹11910 Cr |
| Fund Manage | 43 | 4 |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.86 | 3.23 |
| Large Cap | 67.25 | 57.88 |
| Small Cap | 8.37 | 28.52 |
| Mid Cap | 17.5 | 10.37 |
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.3 | 3.23 |
| Financial | 93.62 | 89.4 |
| Insurance | 4.06 | 4 |
| Healthcare | - | 1.16 |
| Services | - | 2.21 |
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