- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2819 Cr | ₹2042 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 | 1.94 | 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 | 0.9% | 0.42% |
| 6 Month | 16.07% | 17.15% |
| 1 Year | 6.34% | 7.35% |
| 3 Year | 15.81% | 15.32% |
| 5 Year | 20.25% | - |
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 | 0.55% | 1.69% |
| 1 Year | 13.31% | 15.67% |
| 3 Year | 15.42% | 15.86% |
| 5 Year | 15.46% | - |
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 | 16.28% | 15.46% |
| 3 Year | 14.11% | 15.42% |
| 5 Year | 14.15% | - |
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% | 13.43% |
| Sharp | 0.79% | 0.64% |
| Beta | 0.94% | 0.94% |
| Alpha | 3.08% | 5.15% |
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 | 8.53 | 8.47 |
| Mid Cap | 16.18 | 8.99 |
| Small Cap | 20.26 | 14.9 |
| Large Cap | 55.03 | 67.64 |
Sector Allocation
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 5.52 | 1.98 |
| Financial Services | 92.22 | 97.45 |
| Technology | 2.26 | 0.57 |
Top Comparisons
SBI Technology Opportunities Fund Regular Growth
3Y Returns18.84%
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan
3Y Returns14.3%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns15.59%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns23.5%
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
3Y Returns14.32%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
3Y Returns14.21%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns15.71%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
