- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Nippon India Banking and Financial Services Fund vs Tata Banking And Financial Services Fund compare
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Tata Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6226 Cr | ₹2324 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 May 2003 | 28 Dec 2015 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty Financial Services TRI |
| Turn Over | 38% | 10.36% |
| Expense Ratio | 1.88 | 0.55 |
| Manager | Vinay Sharma | Amey Sathe |
| ISIN Code | INF204K01927 | INF277K01Y86 |
| Exits Load | Nippon India Banking & Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata Banking And Financial Services Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 6.24% | 7.32% |
| 6 Month | -1.58% | -1.1% |
| 1 Year | 7.38% | 10.13% |
| 3 Year | 15.55% | 15.79% |
| 5 Year | 27.49% | 21.07% |
SIP Return Analysis
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.22% | 3.71% |
| 1 Year | 3.99% | 7.38% |
| 3 Year | 15.71% | 15.73% |
| 5 Year | 19.02% | 15.97% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 21.65% | 16.78% |
| 3 Year | 18.64% | 13.75% |
| 5 Year | 17.19% | 13.75% |
Risk Management
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.71% | 15.02% |
| Sharp | 0.705% | 0.68% |
| Beta | 0.887% | 0.92% |
| Alpha | 6.22% | 2.82% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Name | Vinay Sharma | Amey Sathe |
| Total AUM | ₹14183 Cr | ₹11910 Cr |
| Funds Managed | 3 | 4 |
| Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Tata Banking And Financial Services Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.15 | 1.31 |
| Small Cap | 13.55 | 23.82 |
| Mid Cap | 16.41 | 14.87 |
| Large Cap | 68.88 | 60 |
Sector Allocation
| Scheme Name |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.15 | 1.31 |
| Financial Services | 96.09 | 96.96 |
| Technology | 2.76 | 1.72 |
Top Comparisons
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns19.31%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns19.98%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns10.34%
ICICI Prudential Global Stable Equity Fund (FOF) - Growth
3Y Returns5.28%
BANDHAN Banking & PSU Debt Fund - Regular Growth
3Y Returns6.67%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns6.93%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns9.34%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns8.46%
