- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹82 Cr | ₹51 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 | 3.25% | 4.43% |
| 6 Month | 4.7% | 5.81% |
| 1 Year | 13.65% | 12.74% |
| 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 | 0.21% | 0.04% |
| 1 Year | 10.62% | 9.85% |
| 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 | 14.35% | 8.5% |
| 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 | 7.71 | 0.2 |
| Mid Cap | 4.54 | 14.56 |
| Large Cap | 87.74 | 85.24 |
Sector Allocation
| Scheme Name |
Tata Nifty Financial Services Index Fund-Reg (G) |
DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | -0.09 | 0.2 |
| Financial Services | 100.09 | 99.8 |
Top Comparisons
SBI Savings Fund - Regular Plan - Growth
3Y Returns7.12%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.6%
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.73%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns8.16%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.04%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.16%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns19.08%
