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Tata Banking And Financial Services Fund vs Baroda BNP Paribas Banking and Financial Services Fund compare
Tata Banking And Financial Services Fund-Regular Plan-Growth
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Fund | Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2797 Cr | ₹271 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Dec 2015 | 22 Jun 2012 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 10.36% | 82% |
| Expense Ratio | 1.94 | 2.41 |
| Manager | Amey Sathe | Miten Vora |
| ISIN Code | INF277K01Y86 | INF955L01856 |
| 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 | Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 1 Month | 2.4% | 1.19% |
| 6 Month | 12.09% | 9.1% |
| 1 Year | 14.18% | 14.93% |
| 3 Year | 25.39% | 23.04% |
| 5 Year | 21.06% | 20.53% |
SIP Return Analysis
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 6 Month | 10.22% | 8.47% |
| 1 Year | 21.56% | 19.03% |
| 3 Year | 19.89% | 19.67% |
| 5 Year | 18.45% | 17.7% |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 1 Year | 16.45% | 12.02% |
| 3 Year | 13.98% | 12.1% |
| 5 Year | 13.92% | 11.62% |
Risk Management
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Standard Deviation | 14.58% | 14.64% |
| Sharp | 0.99% | 0.90% |
| Beta | 0.90% | 0.92% |
| Alpha | 6.18% | 4.73% |
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Fund Managers
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Name | Amey Sathe | Miten Vora |
| Total AUM | ₹11910 Cr | ₹6478 Cr |
| Funds Managed | 4 | 6 |
| Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
Market Cap
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 4.53 | 3.58 |
| Mid Cap | 14.65 | 11.93 |
| Large Cap | 58.29 | 76.79 |
| Small Cap | 22.53 | 7.7 |
Sector Allocation
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 4.53 | 3.58 |
| Finance | 20.31 | 12.85 |
| Banks | 64.18 | 72.1 |
| Capital Markets | 1.97 | 6.34 |
| Insurance | 7.12 | 3.8 |
| Financial Technology (Fintech) | 1.89 | 1.33 |
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