- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Banking and Financial Services Fund vs Quant BFSI Fund Regular compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3708 Cr | ₹601 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Dec 2013 | 19 Jun 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 20% | % |
| Expense Ratio | 1.99 | 2.34 |
| Manager | Dhaval Gala | Sanjeev Sharma |
| ISIN Code | INF209K011W7 | INF966L01CA6 |
| 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 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.42% | -0.71% |
| 6 Month | 5.48% | 9.64% |
| 1 Year | 10.87% | 17.5% |
| 3 Year | 14.94% | - |
| 5 Year | 15.84% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.72% | 4.13% |
| 1 Year | 22.6% | 31.69% |
| 3 Year | 16.1% | - |
| 5 Year | 15.27% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.42% | 4.1% |
| 3 Year | 15.18% | - |
| 5 Year | 13.08% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.94% | - |
| Sharp | 0.69% | - |
| Beta | 0.97% | - |
| Alpha | 1.76% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Dhaval Gala | Sanjeev Sharma |
| Total AUM | ₹23597 Cr | ₹39731 Cr |
| Funds Managed | 7 | 22 |
| Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 18.16 | 43.81 |
| Small Cap | 17.02 | 17.85 |
| Mid Cap | 8.29 | 13.04 |
| Large Cap | 56.53 | 25.31 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 2.41 | 30.88 |
| Financial Services | 96.45 | 69.12 |
| Technology | 1.14 | - |
Top Comparisons
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
3Y Returns0%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.56%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns21.1%
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns11.57%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns18.25%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.19%
