Tata Banking And Financial Services Fund-Direct Plan-Growth

Tata Banking And Financial Services Fund-Direct Plan-Growth of Tata Mutual Fund has asset class type as Sector. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

High

Expenese Ratio (%)

0.98

Age

NA Years

Fund Manager

Sonam Udasi

AuM (Rs Crores)

231.8327

Asset Class

Sector

Net Asset Value:

16.9804

Rating

3

Exit Load

0.003

Bench Mark

Nifty Finance TRI

Fund Type

Multi Cap

SEBI Category

Sectoral / Thematic

Turnover Ratio(Monthly)

4.26%

Fund Manager Details:

Sonam Udasi B.Com, PGDM-Finance Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 25-Jan 26) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 26-June 27) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 27-Oct 28) as Head Research (Reporting to President), BRICS Securities (Nov 28-Apr 21) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 21-March 214) as Head Research (Reporting to Executive VP).

Objective:

To seek long term capital appreciation by investing at least 8% of its net assets in equity/equity related instruments of the companies in the Banking and Financial Services sector in India.

Top Holdings:

  • Banks (54.41)
  • Finance (38.12)
  • Insurance (5.96)
  • Stock/ Commodity Brokers (.98)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition