BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs Tata Banking & PSU Debt Fund compare

Link copied to clipboard!

tortoise-icon BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

Invest Now

tortoise-icon Tata Banking & PSU Debt Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Tata Banking & PSU Debt Fund-Regular Plan-Growth
Fund BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Tata Banking & PSU Debt Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹97 Cr ₹208 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Nov 2023 05 Oct 2019
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark BSE India Financials Bond Index CRISIL Banking and PSU Debt
Turn Over % 10%
Expense Ratio 0.89 0.72
Manager Siddharth Chaudhary Amit Somani
ISIN Code INF0QA701557 INF277K011X2
Exits Load /365 Nil/365

Trailing Lumpsum Returns

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Tata Banking & PSU Debt Fund-Regular Plan-Growth
1 Month 0.82% 0.66%
6 Month 3.91% 3.73%
1 Year - 6.49%
3 Year - 4.97%
5 Year - -

SIP Return Analysis

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Tata Banking & PSU Debt Fund-Regular Plan-Growth
6 Month - -
1 Year 2.02% 3.25%
3 Year 2.02% 8.99%
5 Year 2.02% 14.02%

Rolling Lumpsum Returns

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Tata Banking & PSU Debt Fund-Regular Plan-Growth
1 Year 2.2% 5.1%
3 Year 2.2% 11.6%
5 Year 2.2% 14.05%

Risk Management

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Tata Banking & PSU Debt Fund-Regular Plan-Growth
Standard Deviation - 1.14%
Sharp - -0.41%
Beta - 2.09%
Alpha - 3.71%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Tata Banking & PSU Debt Fund-Regular Plan-Growth
Name Siddharth Chaudhary Amit Somani
Total AUM ₹7136 Cr ₹43127 Cr
Fund Manage 8 7
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH Tata Banking & PSU Debt Fund-Regular Plan-Growth

Market Cap

Scheme Name

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Others 9.36 24.83
Sovereign 10.42 -
Financial 62.79 65.33
Energy 5.53 9.84
Consumer Staples 6.57 -
Services 5.33 -

Top Comparisons

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns12.8%

VS

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns10.57%

Compare Now

360 ONE Liquid Fund Regular-Growth 360 ONE Liquid Fund Regular-Growth

3Y Returns5.82%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.02%

Compare Now

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns12.17%

VS

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns12.8%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns22.7%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns33.84%

Compare Now
Request call back
Add to Cart Successfully