- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹7543 Cr | ₹3606 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 | 2.6% | 2.37% |
| 6 Month | 6.66% | 7.45% |
| 1 Year | 12.85% | 11.29% |
| 3 Year | 17.34% | 15.32% |
| 5 Year | 21.1% | 16.3% |
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 | 6.11% | 6.07% |
| 1 Year | 23.66% | 23.92% |
| 3 Year | 18.14% | 16.43% |
| 5 Year | 18.22% | 15.54% |
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 | 19.24% | 15.42% |
| 3 Year | 18.28% | 15.18% |
| 5 Year | 16.95% | 13.08% |
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 | 14.79% | 15.35% |
| Sharp | 0.95% | 0.76% |
| Beta | 0.91% | 0.97% |
| Alpha | 3.55% | 1.56% |
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 | 2.04 | 2.26 |
| Mid Cap | 24.75 | 14.5 |
| Large Cap | 64.51 | 67.01 |
| Small Cap | 8.7 | 16.24 |
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 | 2.04 | 2.26 |
| Finance | 16.64 | 25.77 |
| Banks | 62.64 | 59.61 |
| Financial Technology (Fintech) | 1.43 | - |
| Capital Markets | 7.66 | 5.49 |
| Insurance | 9.59 | 6.88 |
Top Comparisons
DSP Midcap Fund - Regular Plan - Growth
3Y Returns18.46%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns23.95%
Nippon India Silver ETF FOF-Regular Plan- Growth Option
3Y Returns36.79%
Axis Silver Fund of Fund -Regular Plan- Growth Option
3Y Returns36.18%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns12%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns13.43%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns18.13%
HDFC Multi Cap Fund - Growth Option
3Y Returns19.13%
