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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) | ₹3225 Cr | ₹2216 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| 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 | -0.06% | 1.56% |
| 6 Month | 4.98% | 7.51% |
| 1 Year | 20.74% | 25.28% |
| 3 Year | 17.79% | 19.49% |
| 5 Year | 15.81% | 16.94% |
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 | -0.4% | 1.9% |
| 1 Year | 6.39% | 12.89% |
| 3 Year | 13.49% | 15.65% |
| 5 Year | 14.54% | 15.56% |
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 | 15.72% | 14.69% |
| 3 Year | 14.7% | 16.06% |
| 5 Year | 14.72% | 16.38% |
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% | 14.7% |
| Sharp | 0.79% | 0.86% |
| Beta | 0.97% | 0.99% |
| Alpha | 1.52% | 2.38% |
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 | 11.32 | 18.16 |
| Mid Cap | 12.58 | 10.41 |
| Large Cap | 63.77 | 60.19 |
| Small Cap | 12.34 | 11.24 |
Sector Allocation
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 3.19 | 1.45 |
| Financial Services | 94.39 | 96.36 |
| Technology | 2.42 | 2.18 |
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