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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) | ₹6990 Cr | ₹2917 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 | 2.74% | 2.92% |
| 6 Month | 12.96% | 12.44% |
| 1 Year | 8.91% | 9.41% |
| 3 Year | 18.44% | 18.64% |
| 5 Year | 24.84% | 19.46% |
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 | 1.27% | 1.31% |
| 1 Year | 15.92% | 16.8% |
| 3 Year | 16.34% | 15.97% |
| 5 Year | 17.49% | 15.72% |
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 | 20.57% | 15.98% |
| 3 Year | 18.67% | 14.24% |
| 5 Year | 17.38% | 14.35% |
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 | 12.00% | 15.02% |
| Sharp | 0.90% | 0.89% |
| Beta | 0.83% | 0.96% |
| Alpha | 6.35% | 2.52% |
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 | 4.87 | 7.94 |
| Mid Cap | 18.34 | 17.03 |
| Large Cap | 64.84 | 54.55 |
| Small Cap | 11.94 | 20.48 |
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 | 1.8 | 4.85 |
| Financial Services | 95.46 | 92.58 |
| Technology | 2.75 | 2.57 |
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