Tata Banking & PSU Debt Fund vs Mirae Asset Banking and PSU Fund Regular Growth Plan compare
Tata Banking & PSU Debt Fund-Regular Plan-Growth
Mirae Asset Banking and PSU Fund Regular Growth Plan
Chart Comparison
Overview
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Mirae Asset Banking and PSU Fund Regular Growth Plan |
|---|---|---|
| Fund | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Mirae Asset Banking and PSU Fund Regular Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹208 Cr | ₹46 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Oct 2019 | 24 Jul 2020 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | CRISIL Banking and PSU Debt A-II Index |
| Turn Over | 10% | 2293% |
| Expense Ratio | 0.72 | 0.81 |
| Manager | Amit Somani | Basant Bafna |
| ISIN Code | INF277K011X2 | INF769K01FV5 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Mirae Asset Banking and PSU Fund Regular Growth Plan |
|---|---|---|
| 1 Month | - | 0.64% |
| 6 Month | - | 2.55% |
| 1 Year | - | 7.65% |
| 3 Year | - | 7.27% |
| 5 Year | - | 5.51% |
SIP Return Analysis
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Mirae Asset Banking and PSU Fund Regular Growth Plan |
|---|---|---|
| 6 Month | - | 0.56% |
| 1 Year | - | 5.32% |
| 3 Year | - | 6.95% |
| 5 Year | - | 6.26% |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Mirae Asset Banking and PSU Fund Regular Growth Plan |
|---|---|---|
| 1 Year | - | 6.13% |
| 3 Year | - | 5.06% |
| 5 Year | - | 5.5% |
Risk Management
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Mirae Asset Banking and PSU Fund Regular Growth Plan |
|---|---|---|
| Standard Deviation | 1.14% | 1.22% |
| Sharp | -0.41% | 0.44% |
| Beta | 2.09% | 1.14% |
| Alpha | 3.71% | -0.34% |
Fund Managers
| Scheme Name | Tata Banking & PSU Debt Fund-Regular Plan-Growth | Mirae Asset Banking and PSU Fund Regular Growth Plan |
|---|---|---|
| Name | Amit Somani | Basant Bafna |
| Total AUM | ₹43127 Cr | ₹1022 Cr |
| Funds Managed | 7 | 4 |
| Tata Banking & PSU Debt Fund-Regular Plan-Growth | Mirae Asset Banking and PSU Fund Regular Growth Plan |
Market Cap
| Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
Mirae Asset Banking and PSU Fund Regular Growth Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
Mirae Asset Banking and PSU Fund Regular Growth Plan |
|---|---|---|
| Others | 24.83 | 100 |
| Financial | 65.33 | - |
| Energy | 9.84 | - |
Top Comparisons
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16.15%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns17.2%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.9%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.79%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns16.43%
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns16.43%
Motilal Oswal Small Cap Fund - Regular (G)
3Y Returns0%
Quant Small Cap Fund Regular Growth
3Y Returns24.07%