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Aditya Birla Sun Life Banking and Financial Services Fund vs Nippon India Banking and Financial Services Fund compare
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹7778 Cr | ₹3694 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 May 2003 | 14 Dec 2013 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty Financial Services TRI |
| Turn Over | 38% | 20% |
| Expense Ratio | 1.88 | 1.99 |
| Manager | Vinay Sharma | Dhaval Gala |
| ISIN Code | INF204K01927 | INF209K011W7 |
| Exits Load | Nippon India Banking & Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.09% | 1.72% |
| 6 Month | 4.01% | 4.09% |
| 1 Year | 20.79% | 21% |
| 3 Year | 17.83% | 16.58% |
| 5 Year | 19.41% | 14.98% |
SIP Return Analysis
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.98% | 3.6% |
| 1 Year | 17.5% | 17.52% |
| 3 Year | 17.04% | 15.36% |
| 5 Year | 17.46% | 14.97% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.15% | 15.47% |
| 3 Year | 18.24% | 15.21% |
| 5 Year | 17.04% | 13.14% |
Risk Management
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.79% | 15.35% |
| Sharp | 0.91% | 0.77% |
| Beta | 0.92% | 0.98% |
| Alpha | 2.85% | 1.3% |
Fund Managers
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vinay Sharma | Dhaval Gala |
| Total AUM | ₹14183 Cr | ₹23597 Cr |
| Funds Managed | 3 | 7 |
| Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.23 | 20.95 |
| Mid Cap | 19.77 | 12.08 |
| Large Cap | 60.72 | 52.31 |
| Small Cap | 10.28 | 14.65 |
Sector Allocation
| Scheme Name |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.55 | 1.79 |
| Financial Services | 95.79 | 97.16 |
| Technology | 2.66 | 1.05 |
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