Baroda BNP Paribas Banking and Financial Services Fund vs Tata Banking And Financial Services Fund compare

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

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tortoise-icon Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

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Chart Comparison

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

Overview

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Fund Tata Banking And Financial Services Fund-Regular Plan-Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1939 Cr ₹112 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 18 Dec 2015 22 Jun 2012
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI NIFTY Financial Services TRI
Turn Over 10.36% 82%
Expense Ratio 2.01 2.46
Manager Amey Sathe Miten Vora
ISIN Code INF277K01Y86 INF955L01856
Exits Load Exit load of 0.25% if redeemed within 30 days./365 Exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
1 Month 4.22% 3.83%
6 Month 7.99% 8.54%
1 Year 22.88% 26.2%
3 Year 15.83% 14.88%
5 Year 14.38% 11.83%

SIP Return Analysis

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
6 Month - -
1 Year 8.04% 10.39%
3 Year 28.88% 28%
5 Year 52.45% 48.14%

Rolling Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
1 Year 17.17% 15.59%
3 Year 44.35% 39.97%
5 Year 60.84% 55.7%

Risk Management

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Standard Deviation 15.02% 15.28%
Sharp 0.62% 0.57%
Beta 0.94% 0.94%
Alpha 3.32% 2.59%

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Fund Managers

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Name Amey Sathe Miten Vora
Total AUM ₹11910 Cr ₹6478 Cr
Fund Manage 4 6
Tata Banking And Financial Services Fund-Regular Plan-Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Market Cap

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Large Cap 57.88 69.77
Small Cap 28.52 15.09
Others 3.23 4.19
Mid Cap 10.37 10.97

Sector Allocation

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Financial 89.4 96.07
Others 3.23 0.59
Insurance 4 -
Services 2.21 3.36
Healthcare 1.16 -

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