How to Invest in Tata Banking and Financial Services Fund Direct Growth?

You can easily invest in Tata Banking and Financial Services Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Tata Banking and Financial Services Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Tata Banking and Financial Services Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Banking and Financial Services Fund Direct Growth provide?

The Tata Banking and Financial Services Fund Direct Growth has been there from 28 Dec 2015 and the average annual returns provided by this fund is 7.29% since its inception.

How much expense ratio is charged by Tata Banking and Financial Services Fund Direct Growth?

The term Expense Ratio used for Tata Banking and Financial Services Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Tata Banking and Financial Services Fund Direct Growth is 0.47% as of 04 Sep 2025...

What is the AUM of Tata Banking and Financial Services Fund Direct Growth?

The AUM, short for Assets Under Management of Tata Banking and Financial Services Fund Direct Growth is ₹2,894.89Cr as of 04 Sep 2025.

How to Redeem Tata Banking and Financial Services Fund Direct Growth?

If you want to sell your Tata Banking and Financial Services Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the PE and PB ratio of Tata Banking and Financial Services Fund Direct Growth?

The PE ratio ratio of Tata Banking and Financial Services Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	20.22%
ICICI Bank Ltd.	Financial	Equity	8.52%
Kotak Mahindra Bank Ltd.	Financial	Equity	8.20%
Axis Bank Ltd.	Financial	Equity	8.01%
Bajaj Finserv Ltd.	Financial	Equity	3.16%
State Bank of India	Financial	Equity	2.72%
ICICI Lombard General Insurance Company Ltd.	Insurance	Equity	2.66%
Bajaj Finance Ltd.	Financial	Equity	2.59%
PNB Housing Finance Ltd.	Financial	Equity	2.56%
HDFC Life Insurance Co Ltd.	Insurance	Equity	2.35%
Max Financial Services Ltd.	Financial	Equity	2.33%
RBL Bank Ltd.	Financial	Equity	2.30%
One97 Communications Ltd.	Services	Equity	2.26%
AU Small Finance Bank Ltd.	Financial	Equity	2.18%
SBI Cards And Payment Services Ltd.	Financial	Equity	2.09%
India Shelter Finance Corporation Ltd.	Financial	Equity	2.06%
Bandhan Bank Ltd.	Financial	Equity	1.86%
SBI Life Insurance Company Ltd.	Insurance	Equity	1.84%
Aptus Value Housing Finance India Ltd.	Financial	Equity	1.69%
Home First Finance Company India Ltd.	Financial	Equity	1.63%
Indusind Bank Ltd.	Financial	Equity	1.52%
Aavas Financiers Ltd.	Financial	Equity	1.46%
Five-Star Business Finance Ltd.	Financial	Equity	1.37%
DCB Bank Ltd.	Financial	Equity	1.34%
City Union Bank Ltd.	Financial	Equity	1.18%
Mahindra & Mahindra Financial Services Ltd.	Financial	Equity	1.07%
Repco Home Finance Ltd.	Financial	Equity	1.06%
L&T Finance Ltd.	Financial	Equity	1.05%
IDFC First Bank Ltd.	Financial	Equity	1.02%
Multi Commodity Exchange Of India Ltd.	Services	Equity	0.80%
Fino Payments Bank Ltd.	Financial	Equity	0.64%
HDB Financial Services Ltd.	Financial	Equity	0.42%
Star Health and Allied Insurance Company Ltd.	Insurance	Equity	0.32%

Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

	1Y	3Y	5Y	All
Fund returns	7.3%	18.5%	21.0%	17.7%
Category average	3.9%	14.5%	20.4%	NA
Rank with in category	6	3	5	NA

Rank (total assets)	#14 in India
Total AUM	₹2,06,238.57Cr

Tata Banking and Financial Services Fund Direct Growth

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Expense ratio: 0.47%

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Amey SatheJun 2018 - PresentView details

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Amey Sathe
Jun 2018 - Present
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