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) | ₹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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