Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 0.25% 0.07%
6 Month 9.91% 9.62%
1 Year 18.42% 15.4%
3 Year 22.17% 20.57%
5 Year 26.36% 27.23%

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 8.06% 9.96%
1 Year 17.73% 17.22%
3 Year 21.34% 17.79%
5 Year 18.95% 17.5%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns22.11%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns20.85%

Compare Now

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns20.73%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns22.11%

Compare Now

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns25.32%

VS

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns25.38%

Compare Now

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns18.32%

VS

Aditya Birla Sun Life India Gennext Fund-Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option

3Y Returns18.82%

Compare Now
Add to Cart Successfully