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Tata Banking And Financial Services Fund vs Mirae Asset Banking and Financial Services Fund Regular Growth compare
Tata Banking And Financial Services Fund-Regular Plan-Growth
Mirae Asset Banking and Financial Services Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Fund | Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2324 Cr | ₹1736 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Dec 2015 | 11 Dec 2020 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 10.36% | 30% |
| Expense Ratio | 0.55 | 2.06 |
| Manager | Amey Sathe | Gaurav Kochar |
| ISIN Code | INF277K01Y86 | INF769K01GU5 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Month | 2.41% | 2.4% |
| 6 Month | 6.5% | 5% |
| 1 Year | 15.98% | 13.09% |
| 3 Year | 24.43% | 22.99% |
| 5 Year | 22.31% | - |
SIP Return Analysis
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 6 Month | 11.54% | 11.25% |
| 1 Year | 21.89% | 19.91% |
| 3 Year | 19.35% | 18.51% |
| 5 Year | 18.03% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Year | 16.45% | 16.34% |
| 3 Year | 13.98% | 14.93% |
| 5 Year | 13.92% | - |
Risk Management
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.02% | 14.713% |
| Sharp | 1.03% | 0.435% |
| Beta | 0.93% | 0.95% |
| Alpha | 3.71% | 3.232% |
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Fund Managers
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Name | Amey Sathe | Gaurav Kochar |
| Total AUM | ₹11910 Cr | ₹1507 Cr |
| Funds Managed | 4 | 1 |
| Tata Banking And Financial Services Fund-Regular Plan-Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
Market Cap
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 4.53 | 2.87 |
| Mid Cap | 14.65 | 14.48 |
| Large Cap | 58.29 | 63.87 |
| Small Cap | 22.53 | 18.78 |
Sector Allocation
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 4.53 | 0.69 |
| Finance | 20.31 | - |
| Banks | 64.18 | - |
| Capital Markets | 1.97 | - |
| Insurance | 7.12 | - |
| Financial Technology (Fintech) | 1.89 | - |
| Financial Services | - | 97.16 |
| Technology | - | 2.15 |
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