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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
Overview
| 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 Risk | Very High Risk |
| Asset Size (Cr) | ₹2324 Cr | ₹601 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Dec 2015 | 19 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 | 0.55 | 2.34 |
| Manager | Amey Sathe | Sanjeev Sharma |
| ISIN Code | INF277K01Y86 | INF966L01CA6 |
| Exits Load | 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 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | -0.39% | -4.18% |
| 6 Month | -3.91% | -15.7% |
| 1 Year | 7.12% | -10.07% |
| 3 Year | 14.06% | - |
| 5 Year | 11.42% | - |
SIP Return Analysis
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -1.27% | -18.36% |
| 3 Year | 13.17% | - |
| 5 Year | 15.1% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.78% | 40.14% |
| 3 Year | 13.75% | - |
| 5 Year | 13.75% | - |
Risk Management
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.02% | - |
| Sharp | 0.48% | - |
| Beta | 0.95% | - |
| Alpha | 2.97% | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 1.36 | 14.74 |
| Small Cap | 27.66 | 44.63 |
| Mid Cap | 13.9 | 9.25 |
| Large Cap | 57.08 | 31.36 |
Sector Allocation
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 1.36 | 14.74 |
| Capital Markets | 6.84 | - |
| Finance | 20.77 | 50.76 |
| Banks | 61.74 | 9.13 |
| Insurance | 7.28 | 17.53 |
| Financial Technology (Fintech) | 2.01 | - |
| Petroleum Products | - | 4.36 |
| Telecom - Services | - | 3.46 |
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