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Tata Banking And Financial Services Fund vs Nippon India Banking and Financial Services Fund compare
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
Tata Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
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 | Average | Very High |
| Asset Size (Cr) | ₹7487 Cr | ₹2958 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 | 1.94 |
| 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 | -4.04% | -4.24% |
| 6 Month | 12.78% | 13.35% |
| 1 Year | 9.4% | 10.87% |
| 3 Year | 19.38% | 19.61% |
| 5 Year | 26.56% | 20.89% |
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 | 5.72% | 6.56% |
| 1 Year | 17.45% | 19.49% |
| 3 Year | 19.21% | 18.97% |
| 5 Year | 20.21% | 17.9% |
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 | 20.81% | 16.28% |
| 3 Year | 18.73% | 14.11% |
| 5 Year | 17.32% | 14.15% |
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 | 13.21% | 15.02% |
| Sharp | 1.35% | 1.34% |
| Beta | 0.85% | 0.93% |
| Alpha | 8.03% | 4.36% |
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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 | 5.62 | 8.12 |
| Small Cap | 13.94 | 21.52 |
| Mid Cap | 18.04 | 15.07 |
| Large Cap | 62.4 | 55.29 |
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 | 3.04 | 5.58 |
| Financial Services | 94.51 | 92.54 |
| Technology | 2.45 | 1.87 |
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