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Tata Nifty Financial Services Index Fund vs DSP Nifty Bank Index Fund compare
Tata Nifty Financial Services Index Fund-Reg (G)
DSP Nifty Bank Index Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Fund | Tata Nifty Financial Services Index Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹80 Cr | ₹52 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Apr 2024 | 31 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 | 0.85 |
| Manager | Kapil Menon | Anil Ghelani |
| ISIN Code | INF277KA1AX0 | INF740KA1UN8 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Month | 0.79% | 0.22% |
| 6 Month | 13.1% | 15.2% |
| 1 Year | 10.11% | 6.22% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.01% | 0.12% |
| 1 Year | 14.51% | 10.76% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Year | 16.04% | 8.87% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Name | Kapil Menon | Anil Ghelani |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 5 | 5 |
| Tata Nifty Financial Services Index Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) |
Market Cap
| Scheme Name |
Tata Nifty Financial Services Index Fund-Reg (G) |
DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 7.39 | 0.22 |
| Mid Cap | 3.9 | 14.9 |
| Large Cap | 88.71 | 84.88 |
Sector Allocation
| Scheme Name |
Tata Nifty Financial Services Index Fund-Reg (G) |
DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 0.13 | 0.22 |
| Financial Services | 99.87 | 99.78 |
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