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) | ₹3264 Cr | ₹2374 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Dec 2013 | 28 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 | 1.97 |
| Manager | Dhaval Gala | Amey Sathe |
| ISIN Code | INF209K011W7 | INF277K01Y86 |
| Exits Load | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata Banking And Financial Services Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./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 | -4.56% | -3.43% |
| 6 Month | -7.03% | -2.65% |
| 1 Year | 4.53% | 7.46% |
| 3 Year | 10.44% | 13.01% |
| 5 Year | 11.06% | 11.73% |
| 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 | -2.84% | 1.19% |
| 3 Year | 11.92% | 13.95% |
| 5 Year | 15.08% | 15.25% |
| 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% | 0.61% |
| Beta | 0.93% | 0.95% |
| Alpha | 2.6% | 4.07% |
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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 | 2.39 | 1.36 |
| Small Cap | 18.17 | 27.66 |
| Large Cap | 66.83 | 57.08 |
| Mid Cap | 12.62 | 13.9 |
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.39 | 1.36 |
| Capital Markets | 6.3 | 6.84 |
| Banks | 64.41 | 61.74 |
| Finance | 21.96 | 20.77 |
| Insurance | 4.95 | 7.28 |
| Financial Technology (Fintech) | - | 2.01 |
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