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

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

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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)	₹3451 Cr	₹2917 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

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	3.62%	4.17%
6 Month	6.69%	6.16%
1 Year	10.99%	12.5%
3 Year	16.12%	17.28%
5 Year	21.41%	20.01%

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	0.51%	0.49%
1 Year	11.32%	11.97%
3 Year	12.78%	14.25%
5 Year	13.48%	14.77%

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	15.63%	15.98%
3 Year	14.93%	14.24%
5 Year	12.98%	14.35%

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	13.01%	12.79%
Sharp	0.72%	0.81%
Beta	0.97%	0.95%
Alpha	1.64%	2.77%

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