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Mirae Asset Banking and Financial Services Fund Regular Growth vs SBI Banking & Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
Mirae Asset Banking and Financial Services Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Fund | SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10106 Cr | ₹2216 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹99 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2015 | 11 Dec 2020 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 84% | 30% |
| Expense Ratio | 1.81 | 2.06 |
| Manager | Pradeep Kesavan | Gaurav Kochar |
| ISIN Code | INF200KA1473 | INF769K01GU5 |
| Exits Load | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Month | 0.91% | 0.81% |
| 6 Month | 8.52% | 6.79% |
| 1 Year | 24.28% | 24.24% |
| 3 Year | 21.98% | 19.27% |
| 5 Year | 17.5% | 16.82% |
SIP Return Analysis
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 6 Month | 4.18% | 4.13% |
| 1 Year | 20.59% | 18.89% |
| 3 Year | 20.19% | 16.63% |
| 5 Year | 18.09% | 16.17% |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Year | 16.89% | 14.69% |
| 3 Year | 15.57% | 16.06% |
| 5 Year | 13.99% | 16.38% |
Risk Management
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.44% | 14.7% |
| Sharp | 1.1% | 0.86% |
| Beta | 0.87% | 0.99% |
| Alpha | 5.28% | 2.38% |
Fund Managers
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Gaurav Kochar |
| Total AUM | ₹434274 Cr | ₹1507 Cr |
| Funds Managed | 43 | 1 |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
Market Cap
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 16.3 | 18.16 |
| Mid Cap | 14.83 | 10.41 |
| Large Cap | 60.7 | 60.19 |
| Small Cap | 8.17 | 11.24 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 3.17 | 1.45 |
| Financial Services | 96.19 | 96.36 |
| Technology | 0.64 | 2.18 |
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