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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) | ₹2819 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 | 1.94 | 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 | 1.29% | 2.43% |
| 6 Month | 16.51% | 28.58% |
| 1 Year | 6.17% | 1.67% |
| 3 Year | 16.36% | - |
| 5 Year | 20.2% | - |
SIP Return Analysis
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.55% | 6.5% |
| 1 Year | 13.31% | 24.76% |
| 3 Year | 15.42% | - |
| 5 Year | 15.46% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.28% | 9.69% |
| 3 Year | 14.11% | - |
| 5 Year | 14.15% | - |
Risk Management
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.02% | - |
| Sharp | 0.79% | - |
| Beta | 0.94% | - |
| Alpha | 3.08% | - |
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 | 8.53 | 21.03 |
| Mid Cap | 16.18 | 7.65 |
| Small Cap | 20.26 | 48.01 |
| Large Cap | 55.03 | 23.31 |
Sector Allocation
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 5.52 | 21.03 |
| Financial Services | 92.22 | 77.05 |
| Technology | 2.26 | 1.92 |
Top Comparisons
ITI Large Cap Fund Regular - Growth
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SBI Magnum Low Duration Fund - Regular Plan - Growth
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Franklin India Focused Equity Fund - Growth Plan
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UTI Focused Fund- Regular Plan - Growth Option
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3Y Returns12.35%
