SBI Banking & Financial Services Fund vs Mirae Asset Banking and Financial Services Fund Regular Growth compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
Mirae Asset Banking and Financial Services Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Fund | SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9813 Cr | ₹2130 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹99 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2015 | 11 Dec 2020 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 84% | 30% |
| Expense Ratio | 1.81 | 2.06 |
| Manager | Pradeep Kesavan | Gaurav Kochar |
| ISIN Code | INF200KA1473 | INF769K01GU5 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Month | 2.16% | 1.67% |
| 6 Month | 8.74% | 7.15% |
| 1 Year | 14.8% | 13.62% |
| 3 Year | 19% | 16.45% |
| 5 Year | 17.41% | 16.92% |
SIP Return Analysis
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 6 Month | 5.71% | 5.32% |
| 1 Year | 27.7% | 25.77% |
| 3 Year | 22.12% | 18.23% |
| 5 Year | 18.72% | 16.78% |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Year | 16.83% | 14.6% |
| 3 Year | 15.44% | 15.59% |
| 5 Year | 13.89% | - |
Risk Management
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.72% | 12.88% |
| Sharp | 1.03% | 0.79% |
| Beta | 0.86% | 0.98% |
| Alpha | 5.69% | 2.92% |
Fund Managers
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Gaurav Kochar |
| Total AUM | ₹434274 Cr | ₹1507 Cr |
| Funds Managed | 43 | 1 |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
Market Cap
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 7.52 | 10.35 |
| Mid Cap | 16.07 | 9.86 |
| Large Cap | 67.09 | 66.39 |
| Small Cap | 9.31 | 13.4 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 3.68 | 2.25 |
| Financial Services | 96.32 | 96.69 |
| Technology | - | 1.07 |
Top Comparisons
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.75%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns6.96%
ICICI Prudential Multicap Fund - Growth
3Y Returns18.41%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns18.48%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns22.39%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16.13%
Kotak Midcap Fund - Growth
3Y Returns20.38%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns23.79%