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

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

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

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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 0.53% -0.42%
6 Month 13.96% 15.04%
1 Year 9.83% 5.61%
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 7.39 0.22
Mid Cap 3.9 14.87
Large Cap 88.71 84.91

Sector Allocation

Scheme Name

Tata Nifty Financial Services Index Fund-Reg (G)

AXIS Nifty Bank Index Fund - Regular (G)

Others 0.13 0.22
Financial Services 99.87 99.78

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