Bandhan Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare
Bandhan Financial Services Fund - Regular (G)
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Bandhan Financial Services Fund - Regular (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1105 Cr | ₹3606 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Jul 2023 | 14 Dec 2013 |
| 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 | 2.23 | 1.99 |
| Manager | Manish Gunwani | Dhaval Gala |
| ISIN Code | INF194KB1GE6 | INF209K011W7 |
| Exits Load | Bandhan Financial Services Fund - Regular Plan - Growth charges 0.5% 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 | Bandhan Financial Services Fund - Regular (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.3% | 2.37% |
| 6 Month | 6.33% | 7.45% |
| 1 Year | 8.28% | 11.29% |
| 3 Year | - | 15.32% |
| 5 Year | - | 16.3% |
SIP Return Analysis
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.23% | 6.07% |
| 1 Year | 20.63% | 23.92% |
| 3 Year | - | 16.43% |
| 5 Year | - | 15.54% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.28% | 15.42% |
| 3 Year | - | 15.18% |
| 5 Year | - | 13.08% |
Risk Management
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 15.35% |
| Sharp | - | 0.76% |
| Beta | - | 0.97% |
| Alpha | - | 1.56% |
Fund Managers
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Manish Gunwani | Dhaval Gala |
| Total AUM | ₹8731 Cr | ₹23597 Cr |
| Funds Managed | 4 | 7 |
| Bandhan Financial Services Fund - Regular (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.91 | 2.26 |
| Mid Cap | 16.84 | 14.5 |
| Small Cap | 15.11 | 16.24 |
| Large Cap | 57.14 | 67.01 |
Sector Allocation
| Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.13 | 2.26 |
| Financial Services | 92.44 | - |
| Technology | 2.42 | - |
| Finance | - | 25.77 |
| Capital Markets | - | 5.49 |
| Insurance | - | 6.88 |
| Banks | - | 59.61 |
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