Aditya Birla Sun Life Banking and Financial Services Fund vs Baroda BNP Paribas Banking and Financial Services Fund compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3451 Cr | ₹305 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Dec 2013 | 22 Jun 2012 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 20% | 82% |
| Expense Ratio | 1.99 | 2.41 |
| Manager | Dhaval Gala | Miten Vora |
| ISIN Code | INF209K011W7 | INF955L01856 |
| 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 | Baroda BNP Paribas 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 1 Month | 2.31% | 2.14% |
| 6 Month | 7.3% | 6.62% |
| 1 Year | 9.25% | 9.78% |
| 3 Year | 15.71% | 16.2% |
| 5 Year | 19.08% | 17.1% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 6 Month | 4.77% | 4.19% |
| 1 Year | 20.24% | 18.7% |
| 3 Year | 15.51% | 17.38% |
| 5 Year | 15.07% | 15.75% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 1 Year | 15.63% | 12.31% |
| 3 Year | 14.93% | 12.34% |
| 5 Year | 12.98% | 11.8% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Standard Deviation | 13.01% | 15.28% |
| Sharp | 0.72% | 0.82% |
| Beta | 0.97% | 0.96% |
| Alpha | 1.64% | 1.22% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Name | Dhaval Gala | Miten Vora |
| Total AUM | ₹23597 Cr | ₹6478 Cr |
| Funds Managed | 7 | 6 |
| Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 15.61 | 0.23 |
| Small Cap | 17.09 | 6.36 |
| Mid Cap | 8.91 | 15.96 |
| Large Cap | 58.39 | 77.45 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 2.33 | 5 |
| Financial Services | 96.53 | - |
| Technology | 1.14 | - |
| Capital Markets | - | 6.65 |
| Banks | - | 69.61 |
| Finance | - | 10.44 |
| Insurance | - | 5.52 |
| Financial Technology (Fintech) | - | 2.78 |
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