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SBI Banking & Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare

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tortoise-icon SBI Banking & Financial Services Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - 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 Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Fund SBI Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6556 Cr ₹3101 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Feb 2015 14 Dec 2013
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI Nifty Financial Services TRI
Turn Over 84% 20%
Expense Ratio 1.81 1.99
Manager Pradeep Kesavan Dhaval Gala
ISIN Code INF200KA1473 INF209K011W7
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 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

Trailing Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
1 Month 4.37% 5.23%
6 Month 4.63% 3.82%
1 Year 16.08% 10.17%
3 Year 19.08% 17.12%
5 Year 22.35% 23.12%

SIP Return Analysis

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
6 Month 7.15% 8.91%
1 Year 14.63% 13.67%
3 Year 21.22% 17.69%
5 Year 19.17% 17.82%

Rolling Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
1 Year 17.48% 16.58%
3 Year 14.93% 14.76%
5 Year 13.34% 12.61%

Risk Management

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Standard Deviation 13.062% 14.932%
Sharp 0.684% 0.453%
Beta 0.84% 0.96%
Alpha 5.666% 3.029%

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Fund Managers

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Name Pradeep Kesavan Dhaval Gala
Total AUM ₹434274 Cr ₹23597 Cr
Funds Managed 43 7
SBI Banking & Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

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

Others 14.28 6.76
Mid Cap 16.45 12.68
Small Cap 14.09 16.03
Large Cap 55.18 64.53

Sector Allocation

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

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

Others 14.28 4
Financial Services 85.72 94.79
Technology - 1.22

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