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Nippon India Banking and Financial Services Fund vs Tata Banking And Financial Services Fund compare
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
Tata Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹7487 Cr | ₹2958 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 May 2003 | 28 Dec 2015 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty Financial Services TRI |
| Turn Over | 38% | 10.36% |
| Expense Ratio | 1.88 | 1.94 |
| Manager | Vinay Sharma | Amey Sathe |
| ISIN Code | INF204K01927 | INF277K01Y86 |
| Exits Load | Nippon India Banking & Financial Services Fund - 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 | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -5.15% | -5.33% |
| 6 Month | 11.49% | 12.07% |
| 1 Year | 8.07% | 9.85% |
| 3 Year | 18.67% | 18.89% |
| 5 Year | 26.25% | 20.6% |
SIP Return Analysis
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.44% | 3.64% |
| 1 Year | 11.41% | 12.34% |
| 3 Year | 16.61% | 16.01% |
| 5 Year | 18.5% | 16.07% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 20.81% | 16.28% |
| 3 Year | 18.73% | 14.11% |
| 5 Year | 17.32% | 14.15% |
Risk Management
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.84% | 13.12% |
| Sharp | 1.02% | 0.94% |
| Beta | 0.85% | 0.90% |
| Alpha | 8.03% | 7.42% |
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Fund Managers
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Name | Vinay Sharma | Amey Sathe |
| Total AUM | ₹14183 Cr | ₹11910 Cr |
| Funds Managed | 3 | 4 |
| Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.62 | 8.12 |
| Small Cap | 13.94 | 21.52 |
| Mid Cap | 18.04 | 15.07 |
| Large Cap | 62.4 | 55.29 |
Sector Allocation
| Scheme Name |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.04 | 5.58 |
| Financial Services | 94.51 | 92.54 |
| Technology | 2.45 | 1.87 |
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