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Tata Banking And Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare

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tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

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tortoise-icon Tata Banking And Financial Services Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
Fund Aditya Birla Sun Life Banking and 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) ₹3101 Cr ₹2797 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Dec 2013 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 20% 10.36%
Expense Ratio 1.99 1.94
Manager Dhaval Gala Amey Sathe
ISIN Code INF209K011W7 INF277K01Y86
Exits Load 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 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 Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Month 1.22% 1.78%
6 Month 6.13% 8.01%
1 Year 11.93% 15.36%
3 Year 23.09% 25.71%
5 Year 24.78% 22.62%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
6 Month 10.94% 11.54%
1 Year 18.37% 21.89%
3 Year 17.22% 19.35%
5 Year 17.01% 18.03%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Year 16.09% 16.45%
3 Year 14.78% 13.98%
5 Year 12.71% 13.92%

Risk Management

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
Standard Deviation 14.932% 15.02%
Sharp 0.453% 1.03%
Beta 0.96% 0.93%
Alpha 3.029% 3.71%

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Fund Managers

Scheme Name Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
Name Dhaval Gala Amey Sathe
Total AUM ₹23597 Cr ₹11910 Cr
Funds Managed 7 4
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Tata Banking And Financial Services Fund-Regular Plan-Growth

Others 6.76 4.53
Small Cap 16.03 22.53
Mid Cap 12.68 14.65
Large Cap 64.53 58.29

Sector Allocation

Scheme Name

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Tata Banking And Financial Services Fund-Regular Plan-Growth

Others 4 4.53
Financial Services 94.79 -
Technology 1.22 -
Finance - 20.31
Banks - 64.18
Capital Markets - 1.97
Insurance - 7.12
Financial Technology (Fintech) - 1.89

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