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) | ₹1141 Cr | ₹3694 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 | -1.04% | -0.9% |
| 6 Month | 3.33% | 5.14% |
| 1 Year | 17.12% | 20.1% |
| 3 Year | - | 17.57% |
| 5 Year | - | 16.04% |
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 | -1.08% | - |
| 1 Year | 4.68% | 7.85% |
| 3 Year | - | 12.79% |
| 5 Year | - | 13.64% |
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 | 13.39% | 15.47% |
| 3 Year | - | 15.21% |
| 5 Year | - | 13.14% |
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 | - | 0.77% |
| Beta | - | 0.98% |
| Alpha | - | 1.3% |
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 | 12.64 | 20.95 |
| Mid Cap | 16.69 | 12.08 |
| Small Cap | 16.31 | 14.65 |
| Large Cap | 54.36 | 52.31 |
Sector Allocation
| Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.13 | 1.79 |
| Financial Services | 93.94 | 97.16 |
| Technology | 3.53 | 1.05 |
| Healthcare | 0.4 | - |
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