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Tata Nifty MidSmall Healthcare Index Fund vs AXIS Nifty Bank Index Fund compare
Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
AXIS Nifty Bank Index Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Fund | Tata Nifty MidSmall Healthcare 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) | ₹148 Cr | ₹150 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 100 Equal Weight TRI | NIFTY Bank TRI |
| Turn Over | % | % |
| Expense Ratio | 1.11 | 1 |
| Manager | Kapil Menon | Karthik Kumar |
| ISIN Code | INF277KA1BD0 | INF846K012W4 |
| Exits Load | Tata Nifty MidSmall Healthcare 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 MidSmall Healthcare Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Month | 4.45% | -2.57% |
| 6 Month | 12.23% | 12.95% |
| 1 Year | 15.93% | 8.45% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 6 Month | 11.46% | 6.04% |
| 1 Year | 20.81% | 17% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Year | 19.46% | 8.93% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Tata Nifty MidSmall Healthcare 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 MidSmall Healthcare Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
Market Cap
| Scheme Name |
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | -0.29 | 0.57 |
| Mid Cap | 66 | 15.63 |
| Small Cap | 34.28 | - |
| Large Cap | - | 83.8 |
Sector Allocation
| Scheme Name |
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | -0.29 | 0.57 |
| Healthcare | 100.29 | - |
| Financial Services | - | 99.43 |
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