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Tata Nifty Financial Services Index Fund vs AXIS Nifty Bank Index Fund compare
Tata Nifty Financial Services Index Fund-Reg (G)
AXIS Nifty Bank Index Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Fund | Tata Nifty Financial Services Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹79 Cr | ₹150 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Apr 2024 | 29 May 2024 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | NIFTY Bank TRI |
| Turn Over | % | % |
| Expense Ratio | 1.04 | 1 |
| Manager | Kapil Menon | Karthik Kumar |
| ISIN Code | INF277KA1AX0 | INF846K012W4 |
| Exits Load | Tata Nifty Financial Services Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Axis Nifty Bank Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.72% | -1.99% |
| 6 Month | 15.46% | 13.95% |
| 1 Year | 13.79% | 8.93% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 6 Month | 5.2% | 6.04% |
| 1 Year | 18.9% | 17% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Year | 20.48% | - |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Name | Kapil Menon | Karthik Kumar |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 5 | 9 |
| Tata Nifty Financial Services Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
Market Cap
| Scheme Name |
Tata Nifty Financial Services Index Fund-Reg (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 7.84 | 0.57 |
| Mid Cap | 3.84 | 15.63 |
| Large Cap | 88.32 | 83.8 |
Sector Allocation
| Scheme Name |
Tata Nifty Financial Services Index Fund-Reg (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 0.29 | 0.57 |
| Financial Services | 99.71 | 99.43 |
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