Aditya Birla Sun Life Banking and Financial Services Fund vs Quant BFSI Fund Regular compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Invest Now

tortoise-icon Quant BFSI Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3062 Cr ₹272 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Dec 2013 20 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 2.39
Manager Dhaval Gala Sanjeev Sharma
ISIN Code INF209K011W7 INF966L01CA6
Exits Load Exit load of 1% if redeemed within 30 days./365 Exit load of 1%, if redeemed within 15 days./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 4.97% 2.59%
6 Month 9.81% 20.58%
1 Year 23.92% 63.38%
3 Year 15.62% -
5 Year 13.62% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
6 Month - -
1 Year 7.99% 24.32%
3 Year 27.72% 27.5%
5 Year 55.22% 27.5%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Year 18.92% 28.15%
3 Year 47.01% 28.15%
5 Year 64.84% 28.15%

Risk Management

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Standard Deviation 15.35% -
Sharp 0.61% -
Beta 0.95% -
Alpha 3.32% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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

Large Cap 65.89 51.5
Mid Cap 16.9 -
Small Cap 15.5 20.71
Others 1.7 27.79

Sector Allocation

Scheme Name

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Financial 91.28 68.77
Services 2.99 -
Insurance 4.02 16.82
Others 1.27 -0.48
Unclassified 0.43 -
Energy - 14.89

Top Comparisons

DSP Equity Opportunities Fund-Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

3Y Returns21.44%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns21.75%

Compare Now

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

3Y Returns5.49%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns4.19%

Compare Now

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns20.05%

VS

Axis Multicap Fund - Regular Plan - Growth Axis Multicap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns5.81%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns5.84%

Compare Now
Request call back
Add to Cart Successfully