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Nippon India Banking and Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹7487 Cr | ₹3497 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 May 2003 | 14 Dec 2013 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty Financial Services TRI |
| Turn Over | 38% | 20% |
| Expense Ratio | 1.88 | 1.99 |
| Manager | Vinay Sharma | Dhaval Gala |
| ISIN Code | INF204K01927 | INF209K011W7 |
| Exits Load | Nippon India Banking & Financial Services Fund - Growth charges 1.0% 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 | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.27% | -3.28% |
| 6 Month | 12.73% | 13.86% |
| 1 Year | 10.35% | 9.42% |
| 3 Year | 18.2% | 15.88% |
| 5 Year | 25.64% | 21.37% |
SIP Return Analysis
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.48% | 4% |
| 1 Year | 10.96% | 11.04% |
| 3 Year | 15.92% | 14% |
| 5 Year | 17.96% | 14.75% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 20.81% | 15.79% |
| 3 Year | 18.73% | 14.93% |
| 5 Year | 17.32% | 12.88% |
Risk Management
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.84% | 13.19% |
| Sharp | 1.02% | 0.79% |
| Beta | 0.81% | 0.90% |
| Alpha | 6.74% | 4.60% |
Fund Managers
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vinay Sharma | Dhaval Gala |
| Total AUM | ₹14183 Cr | ₹23597 Cr |
| Funds Managed | 3 | 7 |
| Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.62 | 12.91 |
| Small Cap | 13.94 | 17.15 |
| Mid Cap | 18.04 | 10.09 |
| Large Cap | 62.4 | 59.86 |
Sector Allocation
| Scheme Name |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.04 | 1.96 |
| Financial Services | 94.51 | 96.8 |
| Technology | 2.45 | 1.24 |
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