Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Nippon India Banking and Financial Services Fund vs Tata Banking And Financial Services Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

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 Very High Very High
Asset Size (Cr) ₹6226 Cr ₹2324 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 0.55
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 5.5% 4.82%
6 Month 10.14% 10.6%
1 Year 18.73% 20.56%
3 Year 24.36% 23.97%
5 Year 30.57% 23.79%

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 5.84% 6.67%
1 Year 10.38% 12.93%
3 Year 17.28% 17.19%
5 Year 19.52% 16.66%

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 21.65% 16.78%
3 Year 18.64% 13.75%
5 Year 17.19% 13.75%

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 13.71% 15.02%
Sharp 0.705% 0.92%
Beta 0.887% 0.94%
Alpha 6.22% 2.92%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 1.15 5.01
Small Cap 13.55 22.27
Mid Cap 16.41 13.78
Large Cap 68.88 58.94

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 1.15 5.01
Financial Services 96.09 -
Technology 2.76 -
Finance - 21.16
Banks - 63.17
Capital Markets - 2.08
Insurance - 6.74
Financial Technology (Fintech) - 1.84

Top Comparisons

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns7.09%

VS

Axis Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.52%

Compare Now

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns24%

VS

Edelweiss Mid Cap Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

3Y Returns29%

Compare Now

Axis Nifty 100 Index Fund - Regular Plan - Growth Option Axis Nifty 100 Index Fund - Regular Plan - Growth Option

3Y Returns17.02%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns20.28%

Compare Now

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns22.69%

VS

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

3Y Returns22.6%

Compare Now
Add to Cart Successfully