Tata Banking & Financial Services Fund (IDCW) RI

Tata Banking & Financial Services Fund (IDCW) RI

Very HighEquitySectoral
Not Rated
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Scheme Details

-%

Expense Ratio

₹2,374 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
16.81%
16.83%
14.07%
15.76%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Tata Banking & Financial Services Fund (IDCW) RI
16.81%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
48.18%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
38.32%

Holdings

Holdings
Sector Wise
ICICI Bank
15.29%
HDFC Bank
14.68%
Axis Bank
9.24%
H D F C
8.05%
St Bk of India
7.68%

Fund Manager

S
Sonam Udasi
A
Amey Sathe