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Tata Nifty Realty Index Fund vs AXIS Nifty Bank Index Fund compare

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tortoise-icon Tata Nifty Realty Index Fund - Regular (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 Realty Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)
Fund Tata Nifty Realty Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹78 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 Realty TRI NIFTY Bank TRI
Turn Over % %
Expense Ratio 1.1 1
Manager Kapil Menon Karthik Kumar
ISIN Code INF277KA1AL5 INF846K012W4
Exits Load Tata Nifty Realty 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 Realty Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)
1 Month 4.17% -0.42%
6 Month 13.77% 15.04%
1 Year -14.95% 5.61%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Tata Nifty Realty Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)
6 Month -2.94% 0.06%
1 Year -8.27% 10.61%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Tata Nifty Realty Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)
1 Year -10.92% 8.93%
3 Year - -
5 Year - -

Risk Management

Scheme Name Tata Nifty Realty Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

Fund Managers

Scheme Name Tata Nifty Realty Index Fund - Regular (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 Realty Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)

Market Cap

Scheme Name

Tata Nifty Realty Index Fund - Regular (G)

AXIS Nifty Bank Index Fund - Regular (G)

Others 0.13 0.42
Mid Cap 47.7 14.91
Small Cap 13.97 -
Large Cap 38.19 84.67

Sector Allocation

Scheme Name

Tata Nifty Realty Index Fund - Regular (G)

AXIS Nifty Bank Index Fund - Regular (G)

Others 0.13 0.42
Real Estate 98.86 -
Industrials 1.01 -
Financial Services - 99.58

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