- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Nifty Financial Services Index Fund vs Baroda BNP Paribas Retirement Fund compare
Baroda BNP Paribas Retirement Fund - Reg (G)
Tata Nifty Financial Services Index Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Fund | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹351 Cr | ₹80 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 May 2024 | 22 Apr 2024 |
| Category | Retirement Funds | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY Financial Services TRI |
| Turn Over | % | % |
| Expense Ratio | 2.27 | 1.04 |
| Manager | Pratish Krishnan | Kapil Menon |
| ISIN Code | INF251K01TH4 | INF277KA1AX0 |
| Exits Load | Data not available./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| 1 Month | 1.47% | 0.52% |
| 6 Month | -1.89% | 5.08% |
| 1 Year | 6.46% | 16.98% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| 6 Month | 6.13% | 11.65% |
| 1 Year | 8.2% | 25.21% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| 1 Year | - | 20.48% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty Financial Services Index Fund-Reg (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 Managers
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Name | Pratish Krishnan | Kapil Menon |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 5 | 5 |
| Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
Market Cap
| Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Others | 26.03 | 2.06 |
| Large Cap | 46.62 | 93.06 |
| Mid Cap | 18.28 | 4.08 |
| Small Cap | 9.06 | 0.8 |
Sector Allocation
| Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Others | 26.03 | -0.03 |
| Energy | 2.85 | - |
| Technology | 9.49 | - |
| Consumer Defensive | 7.11 | - |
| Industrials | 9.89 | - |
| Healthcare | 5.28 | - |
| Financial Services | 21.18 | 100.03 |
| Basic Materials | 6.4 | - |
| Consumer Cyclical | 6.85 | - |
| Communication Services | 2.92 | - |
| Utilities | 2 | - |
Top Comparisons
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
3Y Returns0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns25.64%
Mirae Asset Healthcare Fund -Regular Growth
3Y Returns23.56%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns26.75%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns28.46%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns30.87%
Kotak Gold Fund Growth
3Y Returns22.66%
SBI Gold Fund Regular Plan - Growth
3Y Returns23.12%
