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SBI Banking & Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Chart Comparison
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) | ₹8693 Cr | ₹3451 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 | 5.33% | 5.65% |
| 6 Month | 10.5% | 7.41% |
| 1 Year | 15.62% | 11.51% |
| 3 Year | 19.42% | 16.56% |
| 5 Year | 21.59% | 21.59% |
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 | 4.79% | 4.23% |
| 1 Year | 23.72% | 21.11% |
| 3 Year | 21.72% | 16.47% |
| 5 Year | 18.58% | 15.69% |
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 | 16.85% | 15.63% |
| 3 Year | 15.34% | 14.93% |
| 5 Year | 13.75% | 12.98% |
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 | 11.71% | 12.96% |
| Sharp | 1.01% | 0.70% |
| Beta | 0.80% | 0.89% |
| Alpha | 7.53% | 4.36% |
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 | 5.7 | 15.61 |
| Mid Cap | 15.22 | 8.91 |
| Large Cap | 69.67 | 58.39 |
| Small Cap | 9.4 | 17.09 |
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 | 1.72 | 2.33 |
| Financial Services | 98.28 | 96.53 |
| Technology | - | 1.14 |
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