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Aditya Birla Sun Life Banking and Financial Services Fund vs Tata 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
Overview
| 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) | ₹3374 Cr | ₹2819 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 | 1.94 |
| 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 |
Trailing Lumpsum Returns
| 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 | 1.35% | 1.27% |
| 6 Month | 15.96% | 15.61% |
| 1 Year | 4.69% | 6.91% |
| 3 Year | 14.38% | 16.45% |
| 5 Year | 20.99% | 20.31% |
SIP Return Analysis
| 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 | 1.32% | 0.55% |
| 1 Year | 13.48% | 13.31% |
| 3 Year | 14.17% | 15.42% |
| 5 Year | 14.54% | 15.46% |
Rolling Lumpsum Returns
| 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 | 15.79% | 16.28% |
| 3 Year | 14.93% | 14.11% |
| 5 Year | 12.88% | 14.15% |
Risk Management
| 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 | 13.16% | 15.02% |
| Sharp | 0.56% | 0.79% |
| Beta | 0.90% | 0.94% |
| Alpha | 3.99% | 3.08% |
Fund Managers
| 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 |
| Funds Managed | 7 | 4 |
| Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 13.82 | 8.53 |
| Small Cap | 16.13 | 20.26 |
| Mid Cap | 8.75 | 16.18 |
| Large Cap | 61.3 | 55.03 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.01 | 5.52 |
| Financial Services | 96.87 | 92.22 |
| Technology | 1.12 | 2.26 |
Top Comparisons
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns20.43%
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Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.61%
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3Y Returns7.61%
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