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Quant BFSI Fund Regular vs SBI Banking & Financial Services Fund compare

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tortoise-icon SBI Banking & 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 SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Fund SBI Banking & 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) ₹6556 Cr ₹601 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Feb 2015 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 84% %
Expense Ratio 1.81 2.34
Manager Pradeep Kesavan Sanjeev Sharma
ISIN Code INF200KA1473 INF966L01CA6
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 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 SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Month 4.37% 5.5%
6 Month 4.63% -3.05%
1 Year 16.08% -4.57%
3 Year 19.08% -
5 Year 22.35% -

SIP Return Analysis

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
6 Month 7.15% 2.63%
1 Year 14.63% -8.16%
3 Year 21.22% -
5 Year 19.17% -

Rolling Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Year 17.48% 40.14%
3 Year 14.93% -
5 Year 13.34% -

Risk Management

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Standard Deviation 13.062% -
Sharp 0.684% -
Beta 0.84% -
Alpha 5.666% -

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Fund Managers

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Name Pradeep Kesavan Sanjeev Sharma
Total AUM ₹434274 Cr ₹39731 Cr
Funds Managed 43 22
SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth

Market Cap

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Others 14.28 19.22
Mid Cap 16.45 5.43
Small Cap 14.09 32.59
Large Cap 55.18 42.76

Sector Allocation

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Others 14.28 19.22
Financial Services 85.72 69.12
Energy - 7.49
Technology - 4.17

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