SBI Banking & Financial Services Fund - Regular Plan - Growth vs Quant BFSI Fund Regular - Growth: Which has better AUM growth?

SBI Banking & Financial Services Fund - Regular Plan - Growth has Rs 10105.98 crore in AUM and Quant BFSI Fund Regular - Growth has Rs 601.24 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

SBI Banking & Financial Services Fund - Regular Plan - Growth or Quant BFSI Fund Regular - Growth: Which beats its benchmark more consistently?

SBI Banking & Financial Services Fund - Regular Plan - Growth has outperformed the benchmark more consistently with an average of 15.95% over 5 years than Quant BFSI Fund Regular - Growth with 15.95%. SBI Banking & Financial Services Fund - Regular Plan - Growth has performed better against its benchmark.

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

Compare Up to 4 FundsFree Analysis

SBI Banking & Financial Services Fund - Regular Plan - Growth

Banking & Financialvery high Risk

Quant BFSI Fund Regular - Growth

Banking & Financialvery high Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

17.49 %

Expense Ratio

1.81 %

The trade-off:

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Returns (1Y)

25.39 %

Expense Ratio

2.34 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

Complete Fund Review

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METRICS

SBI Banking & Financial Services Fund - Regular Plan - Growth

Quant BFSI Fund Regular - Growth

Basic Overview

Current NAV

₹ 44.66

₹ 18.42

Benchmark

Nifty Financial Services TRI

NIFTY Financial Services TRI

Fund Size (AUM)

₹10106 Cr

₹601 Cr

Expense Ratio

1.81%

2.34%

Launch Date

26 Feb 2015

19 Jun 2023

SIP Returns

1 Year Return

20.59%

31.15%

3 Year Return

20.19%

5 Year Return

18.09%

Since Inception

13.99%

Trailing Returns

1 Month Return

-0.02%

-2.50%

3 Month Return

8.70%

5.73%

1 Year Return

23.44%

25.39%

3 Year Return

21.62%

5 Year Return

17.49%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

5.28

Beta

0.87

Sharpe Ratio

1.1

Standard Deviation

14.44

Investment & Taxes

Min SIP Amount

₹ 500

₹ 1,000

Min Lumpsum

₹ 5,000

Exit 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

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

SBI Banking & Financial Services Fund - Regular Plan - Growth3 /100

Outstanding protection during market downturns.

Quant BFSI Fund Regular - Growth3 /100

More vulnerable during market declines.

SBI Banking & Financial Services Fund - Regular Plan - Growth3 /100

Outstanding protection during market downturns.

Quant BFSI Fund Regular - Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

SBI Banking & Financial Services Fund - Regular Plan - Growth0.0%

Quant BFSI Fund Regular - Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

SBI Banking & Financial Services Fund - Regular Plan - Growthslow

Quant BFSI Fund Regular - Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

Unlock Risk Analysis

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Annual Performance History

Track mutual fund yearly performance, benchmark comparisons and peer rankings to spot consistency for smart investment choices.

Little Investments, Big Wins

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MONTHLY INVESTMENT

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₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

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Note: SIP value calculations are based on historical NAV data of funds.

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Trending Mutual Fund Comparisons

See most competing funds side-by-side, popular picks for SIPs, retirement and growth goals.

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3Y Returns : 7.4% (p.a.)

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3Y Returns : 7.15% (p.a.)

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns : 7.02% (p.a.)

SBI Medium to Long Duration Fund-Regular Plan-Growth

3Y Returns : 6.88% (p.a.)

Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option

3Y Returns : 6.53% (p.a.)

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

SBI Banking & Financial Services Fund - Regular Plan - Growth is equally volatile than Quant BFSI Fund Regular - Growth. Choose a fund based on your risk tolerance and goals.