Tata Banking And Financial Services Fund Direct-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -1.60%
NAV: ₹52.95 as on Wed Nov 19, 2025
Fund NAV

Fund Overview of Tata Banking And Financial Services Fund Direct-growth

  • ₹2,894.9 Cr
    AUM
  • ₹52.95
    NAV
  • 0.47%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Nov 19, 2025

Returns of Tata Banking And Financial Services Fund Direct-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -1.60% NA 2.31%
6 Months 13.26% NA 15.50%
1 Year 10.99% 10.99% 10.43%
2 Years 37.62% 17.31% 18.38%
3 Years 74.70% 20.44% 17.78%
5 Years 162.84% 21.32% 22.24%
7 Years 208.13% 17.44% NA
View More
As on Wed Nov 19, 2025

Asset Allocation

equities

96.50%

other assets or cash equivalents

3.50%
Large Cap: 59.53%
Mid Cap: 17.42%
Small Cap: 23.05%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
20.22%
Hdfc Bank Ltd
18.32%
Hdfc Bank Ltd
18.32%
Hdfc Bank Ltd
18.91%
Hdfc Bank Ltd
18.91%
 
Top Sectors
Financial
465.66%
Unspecified
18.88%
Industrials
11.46%
N/A
4.00%
Detailed Portfolio Analysis
As on Wed Nov 19, 2025
Invest Now

About Fund

About Tata Banking And Financial Services Fund Direct-growth

Tata Banking And Financial Services Fund Direct-growth is one Equity mutual fund offered by Tata Mutual Fund. Launched on 28 Dec 2015, the fund aims Long Term Capital Appreciation. Investment in equity/equity related instruments of the companies in Banking and Financial Services sector in India. It manages assets worth ₹2,894.9 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.47%.
The portfolio allocation consists of 96.50% in equities, 3.50% in other assets or cash equivalents. Managed by Amey Sathe, it has delivered a return of 10.99% in the last year, a total return since inception of 18.02%.

Read more
  • Amey Sathe

    Fund Manager

  • Mr. Sathe is MMS & CFA

    Manager Education

Key Metrics of Tata Banking And Financial Services Fund Direct-growth

  • Standard Deviation
    13.17%
  • Sharpe Ratio
    0.85%
  • Alpha
    6.84%
  • Beta
    0.91%

Fund Details

Fund Names Tata Banking And Financial Services Fund Direct-growth
Inception Date 28 Dec 2015
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 500
 
Risk Principal at very high risk
Category Average Annual Returns 10.43
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Banking And Financial Services Direct Plan-growth trend ₹9,930 1.33% 3.80% 17.25% 16.92% 19.25%
Aditya Birla Sun Life Banking & Financial Services Fund Direct-growth trend ₹3,497 2.74% 6.45% 18.84% 17.47% 18.70%
Aditya Birla Sun Life Banking & Financial Services Fund Regular-growth trend ₹3,497 2.65% 6.22% 17.75% 16.38% 17.56%
Aditya Birla Sun Life Nifty Bank Etf-growth trend ₹2,658 2.59% 5.98% 17.69% 12.48% 16.06%
Taurus Banking & Financial Services Fund Direct-growth trend ₹12 0.27% 3.41% 13.54% 13.80% 15.93%
Taurus Banking & Financial Services Fund Regular-growth trend ₹12 0.20% 3.20% 12.63% 12.93% 15.03%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Tata Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Tata Banking And Financial Services Fund Regular-growth increase ₹2,895 2.43% 5.73% 6.96% 18.17% 17.34%
Tata Banking And Financial Services Fund Direct-idcw increase ₹2,895 2.56% 6.11% 7.74% 19.88% 19.11%
Tata Banking And Financial Services Fund Regular-idcw increase ₹2,895 2.43% 5.73% 6.96% 18.17% 17.34%
Tata Nifty Financial Services Index Fund Regular - Growth increase ₹81 0.31% 3.69% 4.48% 17.44% -
Tata Nifty Financial Services Index Fund Direct - Growth increase ₹81 0.36% 3.86% 4.81% 18.18% -
Tata Nifty Financial Services Index Fund Regular - Idcw increase ₹81 0.31% 3.69% 4.48% 17.44% -
Tata Nifty Financial Services Index Fund Direct - Idcw increase ₹81 0.36% 3.86% 4.81% 18.18% -
Tata Nifty Private Bank Etf increase ₹12 0.96% 5.41% 3.62% 15.37% 10.36%
View More
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Banking And Financial Services Direct Plan-growth trend ₹9,930 ₹157.43 16.92% 19.25% 15.83%
Aditya Birla Sun Life Banking & Financial Services Fund Regular-growth trend ₹3,497 ₹64.36 16.38% 17.56% 14.94%
Aditya Birla Sun Life Banking & Financial Services Fund Direct-growth trend ₹3,497 ₹72.41 17.47% 18.70% 16.08%
Aditya Birla Sun Life Nifty Bank Etf-growth trend ₹2,658 ₹60.50 12.48% 16.06% -
Taurus Banking & Financial Services Fund Direct-growth trend ₹12 ₹62.46 13.80% 15.93% 14.40%
Taurus Banking & Financial Services Fund Regular-growth trend ₹12 ₹55.73 12.93% 15.03% 13.39%
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial20.22%₹585.28 Cr
Hdfc Bank LtdFinancial18.32%₹572.63 Cr
Hdfc Bank LtdFinancial18.32%₹572.63 Cr
Hdfc Bank LtdFinancial18.91%₹551.58 Cr
Hdfc Bank LtdFinancial18.91%₹551.58 Cr
Icici Bank LtdFinancial9.47%₹295.97 Cr
Icici Bank LtdFinancial9.47%₹295.97 Cr
Axis Bank LtdFinancial8.56%₹267.52 Cr
Axis Bank LtdFinancial8.56%₹267.52 Cr
Icici Bank LtdFinancial8.78%₹256.12 Cr
Icici Bank LtdFinancial8.78%₹256.12 Cr
Kotak Mahindra Bank LtdFinancial8.07%₹252.26 Cr
Kotak Mahindra Bank LtdFinancial8.07%₹252.26 Cr
Icici Bank LtdFinancial8.52%₹246.65 Cr
Axis Bank LtdFinancial8.42%₹245.56 Cr
Axis Bank LtdFinancial8.42%₹245.56 Cr
Kotak Mahindra Bank LtdFinancial8.20%₹239.12 Cr
Kotak Mahindra Bank LtdFinancial8.20%₹239.12 Cr
Kotak Mahindra Bank LtdFinancial8.20%₹237.43 Cr
Axis Bank LtdFinancial8.01%₹231.84 Cr
RepoUnspecified3.89%₹112.55 Cr
Bajaj Finserv LtdFinancial3.14%₹98.12 Cr
Bajaj Finserv LtdFinancial3.14%₹98.12 Cr
Bajaj Finserv LtdFinancial3.23%₹94.27 Cr
Bajaj Finserv LtdFinancial3.23%₹94.27 Cr
Bajaj Finance LtdFinancial3.00%₹93.85 Cr
Bajaj Finance LtdFinancial3.00%₹93.85 Cr
State Bank Of IndiaFinancial2.97%₹92.76 Cr
State Bank Of IndiaFinancial2.97%₹92.76 Cr
Bajaj Finserv LtdFinancial3.16%₹91.53 Cr
RepoUnspecified2.85%₹89.06 Cr
RepoUnspecified2.85%₹89.06 Cr
RepoUnspecified3.00%₹87.40 Cr
RepoUnspecified3.00%₹87.40 Cr
State Bank Of IndiaFinancial2.96%₹86.37 Cr
State Bank Of IndiaFinancial2.96%₹86.37 Cr
Bajaj Finance LtdFinancial2.91%₹84.91 Cr
Bajaj Finance LtdFinancial2.91%₹84.91 Cr
Icici Lombard General Insurance Company LtdFinancial2.55%₹79.75 Cr
Icici Lombard General Insurance Company LtdFinancial2.55%₹79.75 Cr
State Bank Of IndiaFinancial2.72%₹78.86 Cr
Icici Lombard General Insurance Company LtdFinancial2.66%₹77.08 Cr
Icici Lombard General Insurance Company LtdFinancial2.59%₹75.59 Cr
Icici Lombard General Insurance Company LtdFinancial2.59%₹75.59 Cr
Bajaj Finance LtdFinancial2.59%₹74.90 Cr
Au Small Finance Bank LtdFinancial2.39%₹74.62 Cr
Au Small Finance Bank LtdFinancial2.39%₹74.62 Cr
Pnb Housing Finance LtdFinancial2.56%₹73.97 Cr
One 97 Communications LtdIndustrials2.29%₹71.68 Cr
One 97 Communications LtdIndustrials2.29%₹71.68 Cr
Max Financial Services LtdFinancial2.43%₹70.92 Cr
Max Financial Services LtdFinancial2.43%₹70.92 Cr
Pnb Housing Finance LtdFinancial2.23%₹69.65 Cr
Pnb Housing Finance LtdFinancial2.23%₹69.65 Cr
Max Financial Services LtdFinancial2.23%₹69.59 Cr
Max Financial Services LtdFinancial2.23%₹69.59 Cr
Rbl Bank LtdFinancial2.38%₹69.31 Cr
Rbl Bank LtdFinancial2.38%₹69.31 Cr
Rbl Bank LtdFinancial2.19%₹68.53 Cr
Rbl Bank LtdFinancial2.19%₹68.53 Cr
Hdfc Life Insurance Co LtdFinancial2.33%₹68.08 Cr
Hdfc Life Insurance Co LtdFinancial2.33%₹68.08 Cr
Hdfc Life Insurance Co LtdFinancial2.35%₹68.00 Cr
Max Financial Services LtdFinancial2.33%₹67.56 Cr
One 97 Communications LtdIndustrials2.31%₹67.43 Cr
One 97 Communications LtdIndustrials2.31%₹67.43 Cr
Rbl Bank LtdFinancial2.30%₹66.71 Cr
Sbi Cards & Payments Services LtdFinancial2.11%₹65.90 Cr
Sbi Cards & Payments Services LtdFinancial2.11%₹65.90 Cr
Hdfc Life Insurance Co LtdFinancial2.11%₹65.87 Cr
Hdfc Life Insurance Co LtdFinancial2.11%₹65.87 Cr
Sbi Cards & Payments Services LtdFinancial2.25%₹65.77 Cr
Sbi Cards & Payments Services LtdFinancial2.25%₹65.77 Cr
One 97 Communications LtdIndustrials2.26%₹65.36 Cr
Pnb Housing Finance LtdFinancial2.22%₹64.77 Cr
Pnb Housing Finance LtdFinancial2.22%₹64.77 Cr
Au Small Finance Bank LtdFinancial2.18%₹63.03 Cr
Canara Hsbc Life Insurance Company Ltd.2.00%₹62.65 Cr
Canara Hsbc Life Insurance Company Ltd.2.00%₹62.65 Cr
Au Small Finance Bank LtdFinancial2.13%₹62.17 Cr
Au Small Finance Bank LtdFinancial2.13%₹62.17 Cr
Sbi Cards & Payments Services LtdFinancial2.09%₹60.56 Cr
India Shelter Finance Corporation Ltd.Financial2.06%₹59.60 Cr
Aptus Value Housing Finance India LtdFinancial1.97%₹57.56 Cr
Aptus Value Housing Finance India LtdFinancial1.97%₹57.56 Cr
Aptus Value Housing Finance India LtdFinancial1.83%₹57.17 Cr
Aptus Value Housing Finance India LtdFinancial1.83%₹57.17 Cr
Sbi Life Insurance Company LtdFinancial1.81%₹56.72 Cr
Sbi Life Insurance Company LtdFinancial1.81%₹56.72 Cr
Bandhan Bank LtdFinancial1.86%₹53.79 Cr
Sbi Life Insurance Company LtdFinancial1.84%₹53.38 Cr
India Shelter Finance Corporation Ltd.Financial1.70%₹53.03 Cr
India Shelter Finance Corporation Ltd.Financial1.70%₹53.03 Cr
India Shelter Finance Corporation Ltd.Financial1.79%₹52.35 Cr
India Shelter Finance Corporation Ltd.Financial1.79%₹52.35 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.67%₹52.07 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.67%₹52.07 Cr
Sbi Life Insurance Company LtdFinancial1.78%₹51.93 Cr
Sbi Life Insurance Company LtdFinancial1.78%₹51.93 Cr
Bandhan Bank LtdFinancial1.78%₹51.91 Cr
Bandhan Bank LtdFinancial1.78%₹51.91 Cr
Bandhan Bank LtdFinancial1.60%₹50.10 Cr
Bandhan Bank LtdFinancial1.60%₹50.10 Cr
Aptus Value Housing Finance India LtdFinancial1.69%₹48.94 Cr
Aavas Financiers LtdFinancial1.56%₹48.61 Cr
Aavas Financiers LtdFinancial1.56%₹48.61 Cr
Aavas Financiers LtdFinancial1.65%₹48.14 Cr
Aavas Financiers LtdFinancial1.65%₹48.14 Cr
City Union Bank LtdFinancial1.54%₹48.02 Cr
City Union Bank LtdFinancial1.54%₹48.02 Cr
Home First Finance Company India LtdFinancial1.63%₹47.42 Cr
Home First Finance Company India LtdFinancial1.63%₹47.42 Cr
Home First Finance Company India LtdFinancial1.63%₹47.27 Cr
Cash/net Current AssetsUnspecified1.63%₹47.19 Cr
Star Health & Allied Insurance Co. LtdFinancial1.50%₹46.97 Cr
Star Health & Allied Insurance Co. LtdFinancial1.50%₹46.97 Cr
Indusind Bank LtdFinancial1.50%₹46.89 Cr
Indusind Bank LtdFinancial1.50%₹46.89 Cr
Home First Finance Company India LtdFinancial1.49%₹46.61 Cr
Home First Finance Company India LtdFinancial1.49%₹46.61 Cr
Dcb Bank LtdFinancial1.46%₹45.49 Cr
Dcb Bank LtdFinancial1.46%₹45.49 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.56%₹45.42 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.56%₹45.42 Cr
Indusind Bank LtdFinancial1.52%₹43.94 Cr
Five-star Business Finance LtdFinancial1.40%₹43.64 Cr
Five-star Business Finance LtdFinancial1.40%₹43.64 Cr
Indusind Bank LtdFinancial1.49%₹43.40 Cr
Indusind Bank LtdFinancial1.49%₹43.40 Cr
Star Health & Allied Insurance Co. LtdFinancial1.45%₹42.44 Cr
Star Health & Allied Insurance Co. LtdFinancial1.45%₹42.44 Cr
Aavas Financiers LtdFinancial1.46%₹42.18 Cr
City Union Bank LtdFinancial1.39%₹40.61 Cr
City Union Bank LtdFinancial1.39%₹40.61 Cr
Five-star Business Finance LtdFinancial1.37%₹39.70 Cr
Dcb Bank LtdFinancial1.34%₹38.76 Cr
L&t Finance Holdings LtdFinancial1.28%₹37.39 Cr
L&t Finance Holdings LtdFinancial1.28%₹37.39 Cr
Dcb Bank LtdFinancial1.25%₹36.50 Cr
Dcb Bank LtdFinancial1.25%₹36.50 Cr
Five-star Business Finance LtdFinancial1.23%₹35.87 Cr
Five-star Business Finance LtdFinancial1.23%₹35.87 Cr
Idfc First Bank LtdFinancial1.13%₹35.16 Cr
Idfc First Bank LtdFinancial1.13%₹35.16 Cr
Repco Home Finance LtdFinancial1.11%₹34.55 Cr
Repco Home Finance LtdFinancial1.11%₹34.55 Cr
City Union Bank LtdFinancial1.18%₹34.28 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.07%₹30.90 Cr
Repco Home Finance LtdFinancial1.06%₹30.61 Cr
L&t Finance Holdings LtdFinancial1.05%₹30.39 Cr
Hdb Financial Services Limited EqFinancial1.03%₹30.01 Cr
Hdb Financial Services Limited EqFinancial1.03%₹30.01 Cr
Idfc First Bank LtdFinancial1.03%₹30.00 Cr
Idfc First Bank LtdFinancial1.03%₹30.00 Cr
Repco Home Finance LtdFinancial1.02%₹29.82 Cr
Repco Home Finance LtdFinancial1.02%₹29.82 Cr
Idfc First Bank LtdFinancial1.02%₹29.57 Cr
Hdb Financial Services Limited EqFinancial0.94%₹29.25 Cr
Hdb Financial Services Limited EqFinancial0.94%₹29.25 Cr
Multi Commodity Exchange Of India LtdFinancial0.80%₹23.39 Cr
Multi Commodity Exchange Of India LtdFinancial0.80%₹23.39 Cr
Multi Commodity Exchange Of India LtdFinancial0.80%₹23.08 Cr
Cash/net Current AssetsUnspecified0.65%₹20.92 Cr
Cash/net Current AssetsUnspecified0.65%₹20.92 Cr
Fino Payments Bank LtdFinancial0.63%₹19.62 Cr
Fino Payments Bank LtdFinancial0.63%₹19.62 Cr
Fino Payments Bank LtdFinancial0.64%₹18.63 Cr
Fino Payments Bank LtdFinancial0.64%₹18.63 Cr
Fino Payments Bank LtdFinancial0.64%₹18.57 Cr
Hdb Financial Services Limited EqFinancial0.42%₹12.30 Cr
Star Health & Allied Insurance Co. LtdFinancial0.32%₹9.14 Cr
Cash/net Current AssetsUnspecified0.18%₹4.91 Cr
Cash/net Current AssetsUnspecified0.18%₹4.91 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
ICICI Prudential Banking And Financial Services Direct Plan-growth increase ₹157.43 16.92% 19.25% -
Aditya Birla Sun Life Banking & Financial Services Fund Direct-growth increase ₹72.41 17.47% 18.70% -
Aditya Birla Sun Life Banking & Financial Services Fund Regular-growth increase ₹64.36 16.38% 17.56% -
Aditya Birla Sun Life Nifty Bank Etf-growth increase ₹60.50 12.48% 16.06% -
Taurus Banking & Financial Services Fund Direct-growth increase ₹62.46 13.80% 15.93% -
Taurus Banking & Financial Services Fund Regular-growth increase ₹55.73 12.93% 15.03% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Tata Banking And Financial Services Fund Direct-growth

What is the current AUM of Tata Banking And Financial Services Fund Direct-growth?

As of Thu Jul 31, 2025, Tata Banking And Financial Services Fund Direct-growth manages assets worth ₹2,894.9 crore

How has Tata Banking And Financial Services Fund Direct-growth performed recently?

  • 3 Months: -1.60%
  • 6 Months: 13.26%

What is the long-term performance of Tata Banking And Financial Services Fund Direct-growth?

  • 3 Years CAGR: 20.44%
  • 5 Years CAGR: 21.32%
  • Since Inception: 18.02%

What is the portfolio composition of Tata Banking And Financial Services Fund Direct-growth?

Equity: 96.50%, Others: 3.50%.

Who manages Tata Banking And Financial Services Fund Direct-growth?

Tata Banking And Financial Services Fund Direct-growth is managed by Amey Sathe from Tata Mutual Fund.

What is the market-cap allocation of Tata Banking And Financial Services Fund Direct-growth?

Large Cap: 59.53%, Mid Cap: 17.42%, Small Cap: 23.05%.

Which are the top companies Tata Banking And Financial Services Fund Direct-growth has invested in?

  • HDFC Bank Ltd – 20.22% of the fund's portfolio
  • HDFC Bank Ltd – 18.32% of the fund's portfolio
  • HDFC Bank Ltd – 18.32% of the fund's portfolio
  • HDFC Bank Ltd – 18.91% of the fund's portfolio
  • HDFC Bank Ltd – 18.91% of the fund's portfolio

Which are the major sectors Tata Banking And Financial Services Fund Direct-growth focuses on?

  • Financial – 465.66% of the fund's portfolio
  • Unspecified – 18.88% of the fund's portfolio
  • Industrials – 11.46% of the fund's portfolio
  • – 4.00% of the fund's portfolio
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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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