- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Banking And Financial Services Fund vs Nippon India 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 | 7.25% | 7.93% |
| 6 Month | -4.12% | -2.91% |
| 1 Year | 12.51% | 16.68% |
| 3 Year | 17.66% | 17.34% |
| 5 Year | 28.7% | 22.44% |
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 | 1.54% | 1.92% |
| 1 Year | 4.66% | 6.12% |
| 3 Year | 16.96% | 16.39% |
| 5 Year | 20.24% | 16.63% |
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% | 0.62% |
| Beta | 0.887% | 0.94% |
| Alpha | 6.22% | 3.14% |
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 | 1.67 |
| Small Cap | 13.55 | 24.18 |
| Mid Cap | 16.41 | 15.25 |
| Large Cap | 68.88 | 58.9 |
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 | 1.67 |
| Financial Services | 96.09 | 96.49 |
| Technology | 2.76 | 1.84 |
Top Comparisons
Mirae Asset Healthcare Fund -Regular Growth
3Y Returns17.71%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns19.53%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns22.34%
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
3Y Returns9.16%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns8.26%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns6.19%
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns18.35%
HDFC Retirement Savings Fund - Equity Plan - Growth Option
3Y Returns18.31%
