Tata Nifty Realty Index Fund vs AXIS Nifty Bank Index Fund compare
Tata Nifty Realty Index Fund - Regular (G)
AXIS Nifty Bank Index Fund - Regular (G)
Chart Comparison
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) | ₹54 Cr | ₹143 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 | 5.85% | 3.48% |
| 6 Month | 6.67% | 7.08% |
| 1 Year | -1.4% | 16.44% |
| 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 | -0.05% | 4.31% |
| 1 Year | 5.88% | 20.26% |
| 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 | -12.87% | 8.49% |
| 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 | -0.1 | 0 |
| Mid Cap | 49.9 | 15.92 |
| Small Cap | 14.89 | - |
| Large Cap | 35.31 | 84.08 |
Sector Allocation
| Scheme Name |
Tata Nifty Realty Index Fund - Regular (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | -0.1 | 0 |
| Real Estate | 100.1 | - |
| Financial Services | - | 100 |
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