- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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 SBI Banking & Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Fund | SBI Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹8450 Cr | ₹7222 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2015 | 26 May 2003 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY 50 TRI |
| Turn Over | 84% | 38% |
| Expense Ratio | 1.81 | 1.88 |
| Manager | Pradeep Kesavan | Vinay Sharma |
| ISIN Code | INF200KA1473 | INF204K01927 |
| 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Month | 0.14% | -1.19% |
| 6 Month | 16.35% | 14.05% |
| 1 Year | 15.02% | 10.22% |
| 3 Year | 19.02% | 18.69% |
| 5 Year | 22.32% | 25.75% |
SIP Return Analysis
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 5.22% | 2.69% |
| 1 Year | 17.93% | 11.79% |
| 3 Year | 20.31% | 16.36% |
| 5 Year | 18.02% | 18.22% |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 17.09% | 20.81% |
| 3 Year | 15.2% | 18.73% |
| 5 Year | 13.68% | 17.32% |
Risk Management
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.85% | 11.84% |
| Sharp | 1.04% | 1.02% |
| Beta | 0.80% | 0.81% |
| Alpha | 7.11% | 6.74% |
Fund Managers
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Vinay Sharma |
| Total AUM | ₹434274 Cr | ₹14183 Cr |
| Funds Managed | 43 | 3 |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 8.59 | 4.51 |
| Mid Cap | 13.61 | 17.81 |
| Large Cap | 64.71 | 64.88 |
| Small Cap | 13.1 | 12.8 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 8.11 | 1.45 |
| Financial Services | 91.89 | 95.68 |
| Technology | - | 2.86 |
Top Comparisons
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns19.2%
Nippon India Short Duration Fund-Growth Plan
3Y Returns7.42%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.44%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns12.84%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns17.12%
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns27.12%
Nippon India Pharma Fund-Growth Plan-Growth Option
3Y Returns23.06%
