Tata Nifty Financial Services Index Fund vs Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund compare

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tortoise-icon Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

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tortoise-icon Tata Nifty Financial Services Index Fund-Reg (G)

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Chart Comparison

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

Overview

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
Fund Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Low to Moderate Very High
Asset Size (Cr) ₹14 Cr ₹44 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Jun 2024 22 Apr 2024
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark CRISIL IBX Gilt Index - June 2027 NIFTY Financial Services TRI
Turn Over % %
Expense Ratio 0.49 1.11
Manager Kapil Menon
ISIN Code INF209KC1050 INF277KA1AX0
Exits Load Data not available./365 Tata Nifty Financial Services Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
1 Month 0.62% 1.57%
6 Month 3.89% 5%
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
1 Year - -
3 Year - -
5 Year - -

Risk Management

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
Name Kapil Menon
Total AUM ₹0 Cr
Fund Manage 5
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)

Market Cap

Scheme Name

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

Tata Nifty Financial Services Index Fund-Reg (G)

Others - 0.11
Large Cap - 97.33
Small Cap - 0.44
Mid Cap - 2.12

Sector Allocation

Scheme Name

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

Tata Nifty Financial Services Index Fund-Reg (G)

Others - 0.11
Financial - 94.66
Insurance - 5.23

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