Tata Nifty MidSmall Healthcare Index Fund vs AXIS Nifty Bank Index Fund compare

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tortoise-icon Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

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tortoise-icon AXIS Nifty Bank Index Fund - Regular (G)

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Chart Comparison

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

Overview

Scheme Name Tata Nifty MidSmall Healthcare Index Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
Fund Tata Nifty MidSmall Healthcare Index Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹121 Cr ₹123 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 22 Apr 2024 29 May 2024
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 Equal Weight TRI NIFTY Bank TRI
Turn Over % %
Expense Ratio 1.11 0.97
Manager Kapil Menon Karthik Kumar
ISIN Code INF277KA1BD0 INF846K012W4
Exits Load Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 Axis Nifty Bank Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Nifty MidSmall Healthcare Index Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
1 Month 4.38% 1.07%
6 Month 18.55% 1.32%
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Tata Nifty MidSmall Healthcare Index Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Tata Nifty MidSmall Healthcare Index Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
1 Year - -
3 Year - -
5 Year - -

Risk Management

Scheme Name Tata Nifty MidSmall Healthcare Index Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name Tata Nifty MidSmall Healthcare Index Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
Name Kapil Menon Karthik Kumar
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 5 9
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)

Market Cap

Scheme Name

Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

AXIS Nifty Bank Index Fund - Regular (G)

Others 0.52 -0.1
Mid Cap 67.01 7.63
Small Cap 28.91 -
Large Cap 3.56 92.48

Sector Allocation

Scheme Name

Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

AXIS Nifty Bank Index Fund - Regular (G)

Others 0.52 -0.1
Healthcare 99.48 -
Financial - 100.11

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