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Nippon India Banking and Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare

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tortoise-icon Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

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tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹6990 Cr ₹3374 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 0.6% 0.94%
6 Month 16.29% 16.43%
1 Year 5.42% 4.39%
3 Year 15.97% 13.91%
5 Year 25.1% 21.02%

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 0.85% 1.32%
1 Year 12.86% 13.48%
3 Year 15.85% 14.17%
5 Year 17.51% 14.54%

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 12.10% 13.16%
Sharp 0.78% 0.56%
Beta 0.83% 0.90%
Alpha 6.35% 3.99%

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 4.51 13.82
Small Cap 12.8 16.13
Mid Cap 17.81 8.75
Large Cap 64.88 61.3

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 1.45 2.01
Financial Services 95.68 96.87
Technology 2.86 1.12

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