Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Nifty Financial Services Index Fund vs AXIS Nifty Bank Index Fund compare

Link copied to clipboard!

tortoise-icon Tata Nifty Financial Services Index Fund-Reg (G)

Invest Now

tortoise-icon AXIS Nifty Bank Index Fund - Regular (G)

Invest Now

Chart Comparison

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

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) ₹80 Cr ₹124 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 1.57% 2.16%
6 Month 12.4% 9.19%
1 Year 22.14% -
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 10.23% 9.45%
1 Year 23.78% -
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 - -
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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 2.06 0.17
Mid Cap 4.08 15.56
Large Cap 93.06 84.27
Small Cap 0.8 -

Sector Allocation

Scheme Name

Tata Nifty Financial Services Index Fund-Reg (G)

AXIS Nifty Bank Index Fund - Regular (G)

Others -0.03 0.17
Financial Services 100.03 99.83

Top Comparisons

ICICI Prudential MNC Fund - Growth Option ICICI Prudential MNC Fund - Growth Option

3Y Returns16.6%

VS

UTI - MNC Fund - Regular Plan - Growth Option UTI - MNC Fund - Regular Plan - Growth Option

3Y Returns15.62%

Compare Now

SBI Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns23.17%

VS

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns25.33%

Compare Now

BANDHAN Bond Fund - Short Term - Regular Plan - Growth BANDHAN Bond Fund - Short Term - Regular Plan - Growth

3Y Returns7.56%

VS

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns7.14%

Compare Now

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns19.15%

VS

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns19.85%

Compare Now
Add to Cart Successfully