Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Banking And Financial Services Fund vs Baroda BNP Paribas Banking and Financial Services Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Invest Now

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 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) ₹2895 Cr ₹297 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 -4.53% -1.98%
6 Month 14.17% 13.33%
1 Year 13.01% 15.71%
3 Year 17.81% 16.12%
5 Year 20.57% 20.33%

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 1.99% 2.89%
1 Year 11.34% 11.98%
3 Year 15.44% 16.7%
5 Year 15.71% 15.67%

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 16.28% 12.37%
3 Year 14.11% 12.22%
5 Year 14.15% 11.7%

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 15.02% 15.28%
Sharp 1.02% 0.93%
Beta 0.95% 0.95%
Alpha 3.22% 1.67%

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 8.53 8.06
Mid Cap 16.18 12.69
Small Cap 20.26 10.12
Large Cap 55.03 69.13

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 5.52 3.81
Financial Services 92.22 94.79
Technology 2.26 1.4

Top Comparisons

SBI Balanced Advantage Fund Regular Growth SBI Balanced Advantage Fund Regular Growth

3Y Returns13.42%

VS

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns11.83%

Compare Now

ICICI Prudential Global Advantage Fund (FOF) - Growth Option ICICI Prudential Global Advantage Fund (FOF) - Growth Option

3Y Returns13.44%

VS

Axis Multi Factor FoF Passive - Regular Plan - Growth Option Axis Multi Factor FoF Passive - Regular Plan - Growth Option

3Y Returns11.85%

Compare Now

Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth

3Y Returns14.49%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns11.76%

Compare Now

ICICI Prudential Equity Arbitrage Fund - Growth ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns7.04%

VS

Sundaram Arbitrage Fund Regular Growth Sundaram Arbitrage Fund Regular Growth

3Y Returns6.65%

Compare Now
Add to Cart Successfully