Tata Banking And Financial Services Fund vs Mirae Asset Banking and Financial Services Fund Regular Growth compare

Link copied to clipboard!

tortoise-icon Tata Banking And Financial Services Fund-Regular Plan-Growth

Invest Now

tortoise-icon Mirae Asset Banking and Financial Services Fund Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Mirae Asset Banking and Financial Services Fund Regular Growth
Fund Tata Banking And Financial Services Fund-Regular Plan-Growth Mirae Asset Banking and Financial Services Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2374 Cr ₹1845 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Dec 2015 11 Dec 2020
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI Nifty Financial Services TRI
Turn Over 10.36% 30%
Expense Ratio 1.97 2.06
Manager Amey Sathe Gaurav Kochar
ISIN Code INF277K01Y86 INF769K01GU5
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Mirae Asset Banking and Financial Services Fund Regular Growth
1 Month -3.43% -5.72%
6 Month -2.65% -6.98%
1 Year 7.46% 7.86%
3 Year 13.01% 11.58%
5 Year 11.73% -

SIP Return Analysis

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Mirae Asset Banking and Financial Services Fund Regular Growth
6 Month - -
1 Year 1.19% -0.46%
3 Year 13.95% 13.17%
5 Year 15.25% -

Rolling Lumpsum Returns

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Mirae Asset Banking and Financial Services Fund Regular Growth
1 Year 17.42% 18.12%
3 Year 13.7% 14.92%
5 Year 14.01% -

Risk Management

Scheme Name Tata Banking And Financial Services Fund-Regular Plan-Growth Mirae Asset Banking and Financial Services Fund Regular Growth
Standard Deviation 15.02% 14.7%
Sharp 0.61% 0.7%
Beta 0.95% 0.92%
Alpha 4.07% 4.02%

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 Tata Banking And Financial Services Fund-Regular Plan-Growth Mirae Asset Banking and Financial Services Fund Regular Growth
Name Amey Sathe Gaurav Kochar
Total AUM ₹11910 Cr ₹1507 Cr
Fund Manage 4 1
Tata Banking And Financial Services Fund-Regular Plan-Growth Mirae Asset Banking and Financial Services Fund Regular Growth

Market Cap

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

Mirae Asset Banking and Financial Services Fund Regular Growth

Others 1.36 2.13
Small Cap 27.66 16.58
Mid Cap 13.9 14.14
Large Cap 57.08 67.14

Sector Allocation

Scheme Name

Tata Banking And Financial Services Fund-Regular Plan-Growth

Mirae Asset Banking and Financial Services Fund Regular Growth

Others 1.36 0.56
Capital Markets 6.84 -
Finance 20.77 -
Banks 61.74 -
Insurance 7.28 4.37
Financial Technology (Fintech) 2.01 -
Financial - 94.35
Services - 0.71

Top Comparisons

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns25.34%

VS

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns27.55%

Compare Now

Edelweiss Money Market Fund - Regular Plan - Growth Option Edelweiss Money Market Fund - Regular Plan - Growth Option

3Y Returns5.68%

VS

Axis Money Market Fund - Regular Plan - Growth Option Axis Money Market Fund - Regular Plan - Growth Option

3Y Returns6.67%

Compare Now

HSBC Conservative Hybrid Fund - Regular Growth HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns8.3%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns8.41%

Compare Now

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

3Y Returns11.83%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns11.54%

Compare Now
Request call back
Add to Cart Successfully