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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) | ₹3125 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 | 1.85% | 1.91% |
| 6 Month | 7.37% | 17.91% |
| 1 Year | 15.94% | 23.12% |
| 3 Year | 16.85% | - |
| 5 Year | 16.88% | - |
SIP Return Analysis
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.76% | 6.91% |
| 1 Year | 20.03% | 35.27% |
| 3 Year | 17.45% | - |
| 5 Year | 16.77% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.61% | 4.1% |
| 3 Year | 14.55% | - |
| 5 Year | 14.62% | - |
Risk Management
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.02% | - |
| Sharp | 0.87% | - |
| Beta | 0.95% | - |
| Alpha | 2.58% | - |
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 | 9.46 | 43.81 |
| Mid Cap | 15.86 | 13.04 |
| Small Cap | 20.22 | 17.85 |
| Large Cap | 54.46 | 25.31 |
Sector Allocation
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 3.52 | 30.88 |
| Financial Services | 94.19 | 69.12 |
| Technology | 2.29 | - |
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