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Tata Banking And Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Tata Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
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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