Quant BFSI Fund Regular vs Tata Banking And Financial Services Fund compare
Tata Banking And Financial Services Fund-Regular Plan-Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2228 Cr | ₹619 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Dec 2015 | 05 Jun 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open-ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 10.36% | % |
| Expense Ratio | 1.99 | 2.32 |
| Manager | Amey Sathe | Sanjeev Sharma |
| ISIN Code | INF277K01Y86 | INF966L01CA6 |
| Exits Load | Exit load of 0.25% if redeemed within 30 days./365 | Exit load of 1%, if redeemed within 15 days./365 |
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | -2.53% | -1.1% |
| 6 Month | 9.34% | 8.94% |
| 1 Year | 24.87% | 51.67% |
| 3 Year | 13.38% | - |
| 5 Year | 14.32% | - |
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.04% | 24.32% |
| 3 Year | 28.88% | 27.5% |
| 5 Year | 52.45% | 27.5% |
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.24% | 50.45% |
| 3 Year | 13.71% | - |
| 5 Year | 14.01% | - |
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.02% | - |
| Sharp | 0.59% | - |
| Beta | 0.96% | - |
| Alpha | 4.36% | - |
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| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Amey Sathe | Sanjeev Sharma |
| Total AUM | ₹11910 Cr | ₹39731 Cr |
| Fund Manage | 4 | 22 |
| Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 3.23 | 27.79 |
| Small Cap | 28.52 | 20.71 |
| Large Cap | 57.88 | 51.5 |
| Mid Cap | 10.37 | - |
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 3.23 | -0.48 |
| Financial | 89.4 | 68.77 |
| Healthcare | 1.16 | - |
| Services | 2.21 | - |
| Insurance | 4 | 16.82 |
| Energy | - | 14.89 |
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