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Mirae Asset Banking and Financial Services Fund Regular Growth vs Tata Banking And Financial Services Fund compare
Tata Banking And Financial Services Fund-Regular Plan-Growth
Mirae Asset Banking and Financial Services Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Fund | Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2324 Cr | ₹1736 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Dec 2015 | 11 Dec 2020 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 10.36% | 30% |
| Expense Ratio | 0.55 | 2.06 |
| Manager | Amey Sathe | Gaurav Kochar |
| ISIN Code | INF277K01Y86 | INF769K01GU5 |
| Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Month | 2.12% | 2.44% |
| 6 Month | 10.48% | 10.2% |
| 1 Year | 19.86% | 17.93% |
| 3 Year | 23.71% | 22.72% |
| 5 Year | 25.15% | - |
SIP Return Analysis
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 6 Month | 10.16% | 10.21% |
| 1 Year | 20.1% | 18.79% |
| 3 Year | 19.65% | 19.13% |
| 5 Year | 18.14% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Year | 16.78% | 17.68% |
| 3 Year | 13.75% | 14.87% |
| 5 Year | 13.75% | - |
Risk Management
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.02% | 14.713% |
| Sharp | 0.92% | 0.435% |
| Beta | 0.94% | 0.95% |
| Alpha | 2.92% | 3.232% |
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Fund Managers
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Name | Amey Sathe | Gaurav Kochar |
| Total AUM | ₹11910 Cr | ₹1507 Cr |
| Funds Managed | 4 | 1 |
| Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
Market Cap
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 5.01 | 2.87 |
| Mid Cap | 13.78 | 14.48 |
| Large Cap | 58.94 | 63.87 |
| Small Cap | 22.27 | 18.78 |
Sector Allocation
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 5.01 | 0.69 |
| Finance | 21.16 | - |
| Banks | 63.17 | - |
| Capital Markets | 2.08 | - |
| Insurance | 6.74 | - |
| Financial Technology (Fintech) | 1.84 | - |
| Financial Services | - | 97.16 |
| Technology | - | 2.15 |
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