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Tata Banking And Financial Services Fund vs Baroda BNP Paribas Banking and Financial Services Fund compare
Tata Banking And Financial Services Fund-Regular Plan-Growth
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Fund | Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2324 Cr | ₹214 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Dec 2015 | 22 Jun 2012 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 10.36% | 82% |
| Expense Ratio | 0.55 | 2.42 |
| Manager | Amey Sathe | Miten Vora |
| ISIN Code | INF277K01Y86 | INF955L01856 |
| 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 | Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 1 Month | 9.09% | 7.07% |
| 6 Month | 6.2% | 5.99% |
| 1 Year | 21.2% | 21.12% |
| 3 Year | 19.73% | 18.26% |
| 5 Year | 23.43% | 22.61% |
SIP Return Analysis
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 6 Month | 9.02% | 7.61% |
| 1 Year | 18.05% | 17.09% |
| 3 Year | 19.61% | 19.8% |
| 5 Year | 18.37% | 17.97% |
Rolling Lumpsum Returns
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 1 Year | 16.78% | 11.92% |
| 3 Year | 13.75% | 11.91% |
| 5 Year | 13.75% | 11.57% |
Risk Management
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Standard Deviation | 15.02% | 15.28% |
| Sharp | 0.68% | 0.63% |
| Beta | 0.92% | 0.94% |
| Alpha | 2.82% | 2.08% |
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Fund Managers
| Scheme Name | Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Name | Amey Sathe | Miten Vora |
| Total AUM | ₹11910 Cr | ₹6478 Cr |
| Funds Managed | 4 | 6 |
| Tata Banking And Financial Services Fund-Regular Plan-Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
Market Cap
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 1.31 | 7.19 |
| Small Cap | 23.82 | 8.2 |
| Mid Cap | 14.87 | 10.45 |
| Large Cap | 60 | 74.16 |
Sector Allocation
| Scheme Name |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 1.31 | 5.94 |
| Financial Services | 96.96 | 93.23 |
| Technology | 1.72 | 0.83 |
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