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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) | ₹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% |
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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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