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Quant BFSI Fund Regular vs Aditya Birla Sun Life Banking and Financial Services Fund compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
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) | ₹3497 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% | -0.49% |
| 6 Month | 13.86% | 20.59% |
| 1 Year | 9.42% | 3.29% |
| 3 Year | 15.88% | - |
| 5 Year | 21.37% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 4% | 11.9% |
| 1 Year | 11.04% | 20.98% |
| 3 Year | 14% | - |
| 5 Year | 14.75% | - |
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 | 13.19% | - |
| Sharp | 0.79% | - |
| Beta | 0.90% | - |
| Alpha | 4.60% | - |
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 | 21.03 |
| Small Cap | 17.15 | 48.01 |
| Mid Cap | 10.09 | 7.65 |
| Large Cap | 59.86 | 23.31 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 1.96 | 21.03 |
| Financial Services | 96.8 | 77.05 |
| Technology | 1.24 | 1.92 |
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