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Quant BFSI Fund Regular vs Tata Banking And Financial Services Fund compare
Tata Banking And Financial Services Fund-Regular Plan-Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2324 Cr | ₹601 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Dec 2015 | 19 Jun 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 10.36% | % |
| Expense Ratio | 0.55 | 2.34 |
| Manager | Amey Sathe | Sanjeev Sharma |
| ISIN Code | INF277K01Y86 | INF966L01CA6 |
| 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 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | 6.27% | 5.5% |
| 6 Month | 6.12% | -3.05% |
| 1 Year | 15.86% | -4.57% |
| 3 Year | 20.24% | - |
| 5 Year | 20.92% | - |
SIP Return Analysis
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 9.81% | 2.63% |
| 1 Year | 18.35% | -8.16% |
| 3 Year | 19.94% | - |
| 5 Year | 18.55% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.78% | 40.14% |
| 3 Year | 13.75% | - |
| 5 Year | 13.75% | - |
Risk Management
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.02% | - |
| Sharp | 0.68% | - |
| Beta | 0.92% | - |
| Alpha | 2.82% | - |
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Fund Managers
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Amey Sathe | Sanjeev Sharma |
| Total AUM | ₹11910 Cr | ₹39731 Cr |
| Funds Managed | 4 | 22 |
| Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 1.31 | 19.22 |
| Small Cap | 23.82 | 32.59 |
| Mid Cap | 14.87 | 5.43 |
| Large Cap | 60 | 42.76 |
Sector Allocation
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 1.31 | 19.22 |
| Financial Services | 96.96 | 69.12 |
| Technology | 1.72 | 4.17 |
| Energy | - | 7.49 |
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