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 Tata Banking And Financial Services Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata 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 Tata Banking And Financial Services Fund-Regular Plan-Growth
Fund SBI Banking & Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6556 Cr ₹2324 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Feb 2015 28 Dec 2015
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI Nifty Financial Services TRI
Turn Over 84% 10.36%
Expense Ratio 1.81 0.55
Manager Pradeep Kesavan Amey Sathe
ISIN Code INF200KA1473 INF277K01Y86
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 Tata Banking And Financial Services Fund - Growth charges 0.25% 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 Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Month 7.28% 7.51%
6 Month 7.21% 8.69%
1 Year 19.85% 21.32%
3 Year 22.9% 23.54%
5 Year 25.15% 23.59%

SIP Return Analysis

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
6 Month 5.1% 6.67%
1 Year 10.96% 12.93%
3 Year 18.81% 17.19%
5 Year 17.42% 16.66%

Rolling Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Year 17.48% 16.78%
3 Year 14.93% 13.75%
5 Year 13.34% 13.75%

Risk Management

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
Standard Deviation 13.062% 15.02%
Sharp 0.684% 0.92%
Beta 0.84% 0.94%
Alpha 5.666% 2.92%

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 Tata Banking And Financial Services Fund-Regular Plan-Growth
Name Pradeep Kesavan Amey Sathe
Total AUM ₹434274 Cr ₹11910 Cr
Funds Managed 43 4
SBI Banking & Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

Tata Banking And Financial Services Fund-Regular Plan-Growth

Others 14.28 5.01
Mid Cap 16.45 13.78
Small Cap 14.09 22.27
Large Cap 55.18 58.94

Sector Allocation

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

Tata Banking And Financial Services Fund-Regular Plan-Growth

Others 14.28 5.01
Financial Services 85.72 -
Finance - 21.16
Banks - 63.17
Capital Markets - 2.08
Insurance - 6.74
Financial Technology (Fintech) - 1.84

Top Comparisons

UTI Medium Duration Fund - Regular Plan - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns7.17%

VS

HSBC Medium Duration Fund - Regular Growth HSBC Medium Duration Fund - Regular Growth

3Y Returns7.68%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns25.93%

VS

Quant ELSS Tax Saver Fund Regular Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth

3Y Returns19.84%

Compare Now

PGIM India Global Equity Opportunities Fund - Growth PGIM India Global Equity Opportunities Fund - Growth

3Y Returns18.61%

VS

Sundaram Global Brand Theme - Equity Active FOF Regular Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth

3Y Returns13.1%

Compare Now

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns9.4%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns17%

Compare Now
Add to Cart Successfully