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) | ₹51 Cr | ₹124 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 | 16% | 1.14% |
6 Month | -7.86% | 3.37% |
1 Year | -10.98% | 10.89% |
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 | 18.18% | 9.74% |
1 Year | 11.27% | 17.06% |
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 | -9.8% | - |
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 | - | - |
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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 | -0.11 | 0.17 |
Mid Cap | 49.8 | 15.56 |
Large Cap | 36.84 | 84.27 |
Small Cap | 13.47 | - |
Sector Allocation
Scheme Name |
Tata Nifty Realty Index Fund - Regular (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|
Others | -0.11 | 0.17 |
Real Estate | 97.83 | - |
Consumer Cyclical | 2.29 | - |
Financial Services | - | 99.83 |
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