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Quant BFSI Fund Regular vs Tata Banking And Financial Services Fund compare

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

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tortoise-icon Quant BFSI Fund Regular - Growth

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Chart Comparison

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

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 4.82% 7.03%
6 Month 10.6% 5.12%
1 Year 20.56% -0.01%
3 Year 23.97% -
5 Year 23.79% -

SIP Return Analysis

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Quant BFSI Fund Regular - Growth
6 Month 6.67% 1.14%
1 Year 12.93% -9.33%
3 Year 17.19% -
5 Year 16.66% -

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 0.92% -
Beta 0.94% -
Alpha 2.92% -

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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 5.01 19.22
Mid Cap 13.78 5.43
Large Cap 58.94 42.76
Small Cap 22.27 32.59

Sector Allocation

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

Quant BFSI Fund Regular - Growth

Others 5.01 19.22
Finance 21.16 -
Banks 63.17 -
Capital Markets 2.08 -
Insurance 6.74 -
Financial Technology (Fintech) 1.84 -
Energy - 7.49
Financial Services - 69.12
Technology - 4.17

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