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 ₹138 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 0.8% -0.49%
6 Month 13.22% 14.35%
1 Year 9.49% 5.74%
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 1.01% 0.06%
1 Year 14.51% 10.61%
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 16.04% 8.93%
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 - -

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 7.46 0.42
Mid Cap 3.84 14.91
Large Cap 88.7 84.67

Sector Allocation

Scheme Name

Tata Nifty Financial Services Index Fund-Reg (G)

AXIS Nifty Bank Index Fund - Regular (G)

Others 0.32 0.42
Financial Services 99.68 99.58

Top Comparisons

Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth

3Y Returns9.22%

VS

Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth

3Y Returns9.22%

Compare Now

ICICI Prudential All Seasons Bond Fund - Growth ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns7.6%

VS

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.63%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns7.1%

VS

Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option

3Y Returns6.51%

Compare Now

ICICI Prudential Quant Fund Growth ICICI Prudential Quant Fund Growth

3Y Returns17.11%

VS

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns10.53%

Compare Now
Add to Cart Successfully