SBI Banking & Financial Services Fund vs Tata Banking And Financial Services Fund compare

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

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tortoise-icon Tata Banking And Financial Services Fund-Regular Plan-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 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

Trailing Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Month -2.86% -4.32%
6 Month 8.72% 8.49%
1 Year 29.62% 17.23%
3 Year 13.8% 12.84%
5 Year 13.73% 13.08%

SIP Return Analysis

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
6 Month - -
1 Year 23.89% 16.84%
3 Year 21.97% 19.49%
5 Year 19.7% 18.19%

Rolling Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Year 17.37% 17.42%
3 Year 14.91% 13.7%
5 Year 13.31% 14.01%

Risk Management

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% 0.49%
Beta 0.84% 0.96%
Alpha 4% 4.06%

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Fund Managers

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

Market Cap

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

Sector Allocation

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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