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Quant BFSI Fund Regular vs Aditya Birla Sun Life Banking and Financial Services Fund compare

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

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tortoise-icon Quant BFSI Fund Regular - Growth

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Fund Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3625 Cr ₹601 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Dec 2013 19 Jun 2023
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI NIFTY Financial Services TRI
Turn Over 20% %
Expense Ratio 1.99 2.34
Manager Dhaval Gala Sanjeev Sharma
ISIN Code INF209K011W7 INF966L01CA6
Exits Load 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 Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Month -3.28% 0.52%
6 Month 13.3% 15.92%
1 Year 7.04% -0.19%
3 Year 17.34% -
5 Year 21.98% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
6 Month 5.73% 14.06%
1 Year 15.73% 25.85%
3 Year 16.64% -
5 Year 16.55% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Year 15.79% 9.69%
3 Year 14.93% -
5 Year 12.88% -

Risk Management

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Standard Deviation 14.48% -
Sharp 1.10% -
Beta 0.92% -
Alpha 5.28% -

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Fund Managers

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Name Dhaval Gala Sanjeev Sharma
Total AUM ₹23597 Cr ₹39731 Cr
Funds Managed 7 22
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth

Market Cap

Scheme Name

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

Quant BFSI Fund Regular - Growth

Others 12.91 16.48
Small Cap 17.15 46.7
Mid Cap 10.09 14.24
Large Cap 59.86 22.59

Sector Allocation

Scheme Name

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

Quant BFSI Fund Regular - Growth

Others 1.96 16.48
Financial Services 96.8 81.31
Technology 1.24 2.21

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