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SBI Banking & Financial Services Fund vs Quant BFSI Fund Regular compare

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

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tortoise-icon Quant BFSI Fund Regular - 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 Quant BFSI Fund Regular - Growth
Fund SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8450 Cr ₹601 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Feb 2015 19 Jun 2023
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI NIFTY Financial Services TRI
Turn Over 84% %
Expense Ratio 1.81 2.34
Manager Pradeep Kesavan Sanjeev Sharma
ISIN Code INF200KA1473 INF966L01CA6
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 Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Month -2.01% -3.35%
6 Month 15.04% 22.81%
1 Year 9.8% -1.05%
3 Year 18.27% -
5 Year 19.56% -

SIP Return Analysis

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
6 Month 0.38% 4.73%
1 Year 10.57% 15.33%
3 Year 18.13% -
5 Year 16.95% -

Rolling Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
1 Year 17.09% 9.69%
3 Year 15.2% -
5 Year 13.68% -

Risk Management

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Standard Deviation 11.85% -
Sharp 1.04% -
Beta 0.80% -
Alpha 7.11% -

Fund Managers

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth
Name Pradeep Kesavan Sanjeev Sharma
Total AUM ₹434274 Cr ₹39731 Cr
Funds Managed 43 22
SBI Banking & Financial Services Fund - Regular Plan - Growth Quant BFSI Fund Regular - Growth

Market Cap

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Others 8.59 21.03
Mid Cap 13.61 7.65
Large Cap 64.71 23.31
Small Cap 13.1 48.01

Sector Allocation

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Others 8.11 21.03
Financial Services 91.89 77.05
Technology - 1.92

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