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Quant BFSI Fund Regular vs SBI Banking & Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
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) | ₹9813 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 | 1.18% | 0.37% |
| 6 Month | 7.77% | 13.25% |
| 1 Year | 19.27% | 23.32% |
| 3 Year | 19.85% | - |
| 5 Year | 17.84% | - |
SIP Return Analysis
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.85% | 4.02% |
| 1 Year | 21.95% | 30.29% |
| 3 Year | 21.26% | - |
| 5 Year | 18.55% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.78% | 4.1% |
| 3 Year | 15.49% | - |
| 5 Year | 13.91% | - |
Risk Management
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.44% | - |
| Sharp | 1.1% | - |
| Beta | 0.87% | - |
| Alpha | 5.52% | - |
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 | 9.38 | 54.79 |
| Mid Cap | 19.27 | 11.91 |
| Large Cap | 60.94 | 17.79 |
| Small Cap | 10.42 | 15.51 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 3.06 | 33.6 |
| Financial Services | 96.25 | 64.85 |
| Technology | 0.69 | - |
| Energy | - | 1.55 |
Top Comparisons
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