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 Mirae Asset Banking and Financial Services Fund Regular Growth compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Mirae Asset Banking and Financial Services Fund Regular Growth

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 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) ₹2797 Cr ₹1998 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 1.94 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 4.08% 3.98%
6 Month 12.85% 12.27%
1 Year 13.11% 10.25%
3 Year 24.81% 23.14%
5 Year 21.42% -

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 13.62% 13.4%
1 Year 29.1% 26.79%
3 Year 22.07% 21.1%
5 Year 19.59% -

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% 15.01%
Sharp 1.03% 0.88%
Beta 0.93% 0.94%
Alpha 3.71% 4.68%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 4.26 2.71
Mid Cap 15.04 9.92
Large Cap 58.17 70.88
Small Cap 22.53 16.49

Sector Allocation

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

Mirae Asset Banking and Financial Services Fund Regular Growth

Others 4.26 0.8
Finance 21.13 -
Banks 63.07 -
Capital Markets 2.2 -
Insurance 7.43 -
Financial Technology (Fintech) 1.91 -
Financial Services - 98.62
Technology - 0.58

Top Comparisons

HDFC Hybrid Equity Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan

3Y Returns16.96%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns20.21%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns17.67%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns22.03%

Compare Now

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns36.47%

VS

Sundaram Infrastructure Advantage Fund Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

3Y Returns28.33%

Compare Now

DSP Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth

3Y Returns11.28%

VS

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

3Y Returns11.75%

Compare Now
Add to Cart Successfully