Tata Banking And Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Tata Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Banking and 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) | ₹3278 Cr | ₹2228 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Dec 2013 | 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 | 20% | 10.36% |
| Expense Ratio | 1.99 | 1.99 |
| Manager | Dhaval Gala | Amey Sathe |
| ISIN Code | INF209K011W7 | INF277K01Y86 |
| Exits Load | Exit load of 1% if redeemed within 30 days./365 | Exit load of 0.25% if redeemed within 30 days./365 |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -4.62% | -4.32% |
| 6 Month | 5.68% | 8.49% |
| 1 Year | 16.45% | 17.23% |
| 3 Year | 10.99% | 12.84% |
| 5 Year | 12.35% | 13.08% |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.75% | 16.84% |
| 3 Year | 17.78% | 19.49% |
| 5 Year | 18.25% | 18.19% |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.87% | 17.42% |
| 3 Year | 14.93% | 13.7% |
| 5 Year | 12.72% | 14.01% |
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 15.35% | 15.02% |
| Sharp | 0.59% | 0.49% |
| Beta | 0.93% | 0.96% |
| Alpha | 2.6% | 4.06% |
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| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhaval Gala | Amey Sathe |
| Total AUM | ₹23597 Cr | ₹11910 Cr |
| Fund Manage | 7 | 4 |
| Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.94 | 3.23 |
| Small Cap | 18.04 | 28.52 |
| Large Cap | 64.37 | 57.88 |
| Mid Cap | 15.65 | 10.37 |
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.94 | 3.23 |
| Capital Markets | 5.31 | - |
| Banks | 61.48 | - |
| Finance | 25.62 | - |
| Insurance | 5.65 | 4 |
| Financial | - | 89.4 |
| Healthcare | - | 1.16 |
| Services | - | 2.21 |
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