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Tata Banking And Financial Services Fund vs Nippon India Banking and Financial Services Fund compare

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tortoise-icon Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Tata Banking And Financial Services Fund-Regular Plan-Growth
Fund Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Tata Banking And Financial Services Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6226 Cr ₹2324 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 26 May 2003 28 Dec 2015
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty Financial Services TRI
Turn Over 38% 10.36%
Expense Ratio 1.88 0.55
Manager Vinay Sharma Amey Sathe
ISIN Code INF204K01927 INF277K01Y86
Exits Load Nippon India Banking & Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Month 5.93% 6.27%
6 Month 5.51% 6.12%
1 Year 14.57% 15.86%
3 Year 19.68% 20.24%
5 Year 27.49% 20.92%

SIP Return Analysis

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Tata Banking And Financial Services Fund-Regular Plan-Growth
6 Month 9.24% 9.81%
1 Year 16.64% 18.35%
3 Year 20.52% 19.94%
5 Year 21.91% 18.55%

Rolling Lumpsum Returns

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Year 21.65% 16.78%
3 Year 18.64% 13.75%
5 Year 17.19% 13.75%

Risk Management

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Tata Banking And Financial Services Fund-Regular Plan-Growth
Standard Deviation 13.71% 15.02%
Sharp 0.705% 0.68%
Beta 0.887% 0.92%
Alpha 6.22% 2.82%

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Fund Managers

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Tata Banking And Financial Services Fund-Regular Plan-Growth
Name Vinay Sharma Amey Sathe
Total AUM ₹14183 Cr ₹11910 Cr
Funds Managed 3 4
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Tata Banking And Financial Services Fund-Regular Plan-Growth

Market Cap

Scheme Name

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Tata Banking And Financial Services Fund-Regular Plan-Growth

Others 1.15 1.31
Small Cap 13.55 23.82
Mid Cap 16.41 14.87
Large Cap 68.88 60

Sector Allocation

Scheme Name

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Tata Banking And Financial Services Fund-Regular Plan-Growth

Others 1.15 1.31
Financial Services 96.09 96.96
Technology 2.76 1.72

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