- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ 45.3147 ↑ 0.84%
[as on 5 December, 2025]
NAV chart with SMA (Simple moving average) overlay
SMA (Simple Moving Average)
Returns
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| Tata Banking And Financial Services Fund-Regular Plan-Growth | 17.04% | 0.84% | -0.36% | 1.84% | 8.56% | 12.6% | 16.29% | 16.62% | 15.44% | - |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|
| 96.50% |
0.00% (Arbitrage: 0.00%) |
0.00% |
0.00% |
3.50% |
Equity
| Name | Symbol / ISIN | Sector | Weight % | Quantity | Qty change % |
|---|
| HDFC BANK LTD | HDFCBANK (INE040A01034) | Banks | 18.32% | 5800000 | - |
| ICICI BANK LTD | ICICIBANK (INE090A01021) | Banks | 9.47% | 2200000 | +15.79% |
| AXIS BANK LTD | AXISBANK (INE238A01034) | Banks | 8.56% | 2170000 | - |
| KOTAK MAHINDRA BANK LTD | KOTAKBANK (INE237A01028) | Banks | 8.07% | 1200000 | - |
| BAJAJ FINSERV LTD | BAJAJFINSV (INE918I01026) | Finance | 3.14% | 469857 | - |
| BAJAJ FINANCE LTD | BAJFINANCE (INE296A01032) | Finance | 3.00% | 900000 | +5.88% |
| STATE BANK OF INDIA | SBIN (INE062A01020) | Banks | 2.97% | 990000 | - |
| ICICI LOMBARD GENERAL INSURANCE CO. LTD | ICICIGI (INE765G01017) | Insurance | 2.55% | 400000 | - |
| AU SMALL FINANCE BANK LTD | AUBANK (INE949L01017) | Banks | 2.39% | 850000 | - |
| ONE 97 COMMUNICATIONS LTD | PAYTM (INE982J01020) | Financial Technology (Fintech) | 2.29% | 550000 | -8.33% |
| PNB HOUSING FINANCE LTD | PNBHOUSING (INE572E01012) | Finance | 2.23% | 750000 | - |
| MAX FINANCIAL SERVICES LTD | MFSL (INE180A01020) | Insurance | 2.23% | 450000 | - |
| RBL BANK LTD | RBLBANK (INE976G01028) | Banks | 2.19% | 2100000 | -16.00% |
| SBI CARDS AND PAYMENT SERVICES LTD | SBICARD (INE018E01016) | Finance | 2.11% | 750000 | - |
| HDFC LIFE INSURANCE CO. LTD | HDFCLIFE (INE795G01014) | Insurance | 2.11% | 900000 | - |
| CANARA HSBC LIFE INSURANCE COMPANY LTD | CANHLIFE (INE01TY01017) | Insurance | 2.00% | 5384170 | - |
| APTUS VALUE HOUSING FINANCE INDIA LTD | APTUS (INE852O01025) | Finance | 1.83% | 1800000 | - |
| SBI LIFE INSURANCE COMPANY LTD | SBILIFE (INE123W01016) | Insurance | 1.81% | 290000 | - |
| INDIA SHELTER FINANCE CORPORATION LTD | INDIASHLTR (INE922K01024) | Finance | 1.70% | 600000 | - |
| MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD | M&MFIN (INE774D01024) | Finance | 1.67% | 1650000 | - |
| BANDHAN BANK LTD | BANDHANBNK (INE545U01014) | Banks | 1.60% | 3200000 | - |
| AAVAS FINANCIERS LTD | AAVAS (INE216P01012) | Finance | 1.56% | 294620 | - |
| CITY UNION BANK LTD | CUB (INE491A01021) | Banks | 1.54% | 2100000 | +10.53% |
| STAR HEALTH AND ALLIED INSURANCE COMPANY LTD | STARHEALTH (INE575P01011) | Insurance | 1.50% | 950000 | - |
| INDUSIND BANK LTD | INDUSINDBK (INE095A01012) | Banks | 1.50% | 590000 | - |
| HOME FIRST FINANCE COMPANY INDIA LTD | HOMEFIRST (INE481N01025) | Finance | 1.49% | 390000 | - |
| DCB BANK LTD | DCBBANK (INE503A01015) | Banks | 1.46% | 2880022 | - |
| FIVE-STAR BUSINESS FINANCE LTD | FIVESTAR (INE128S01021) | Finance | 1.40% | 668533 | - |
| IDFC FIRST BANK LTD | IDFCFIRSTB (INE092T01019) | Banks | 1.13% | 4300000 | - |
| REPCO HOME FINANCE LTD | REPCOHOME (INE612J01015) | Finance | 1.11% | 825000 | - |
| HDB FINANCIAL SERVICES LTD | HDBFS (INE756I01012) | Finance | 0.94% | 400000 | - |
| FINO PAYMENTS BANK LTD | FINOPB (INE02NC01014) | Banks | 0.63% | 693000 | - |
Portfolio data is as on date 31 October, 2025
NAV (Net asset value) history
Tata Banking And Financial Services Fund-Regular Plan-Growth - 30 days NAV history
| Date | NAV |
|---|
| 5 December, 2025 | 45.3147 |
| 4 December, 2025 | 44.9367 |
| 3 December, 2025 | 44.9730 |
| 2 December, 2025 | 45.1480 |
| 1 December, 2025 | 45.4667 |
| 28 November, 2025 | 45.4785 |
| 27 November, 2025 | 45.4929 |
| 26 November, 2025 | 45.4655 |
| 25 November, 2025 | 44.9010 |
| 24 November, 2025 | 44.9539 |
| 21 November, 2025 | 45.0184 |
| 20 November, 2025 | 45.3831 |
| 19 November, 2025 | 45.2397 |
| 18 November, 2025 | 45.2120 |
| 17 November, 2025 | 45.3577 |
| 14 November, 2025 | 44.9444 |
| 13 November, 2025 | 44.7791 |
| 12 November, 2025 | 44.6739 |
| 11 November, 2025 | 44.4232 |
| 10 November, 2025 | 44.5385 |
| 7 November, 2025 | 44.5006 |
| 6 November, 2025 | 44.1943 |
| 4 November, 2025 | 44.4978 |
| 3 November, 2025 | 44.5538 |
| 31 October, 2025 | 44.3881 |
| 30 October, 2025 | 44.7576 |
| 29 October, 2025 | 44.9963 |
| 28 October, 2025 | 44.8392 |
| 27 October, 2025 | 44.7603 |
| 24 October, 2025 | 44.6384 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Tata Banking And Financial Services Fund-Regular Plan-Growth?
The latest NAV of Tata Banking And Financial Services Fund-Regular Plan-Growth is 45.3147 as on 5 December, 2025.
What are YTD (year to date) returns of Tata Banking And Financial Services Fund-Regular Plan-Growth?
The YTD (year to date) returns of Tata Banking And Financial Services Fund-Regular Plan-Growth are 17.04% as on 5 December, 2025.
What are 1 year returns of Tata Banking And Financial Services Fund-Regular Plan-Growth?
The 1 year returns of Tata Banking And Financial Services Fund-Regular Plan-Growth are 12.6% as on 5 December, 2025.
What are 3 year CAGR returns of Tata Banking And Financial Services Fund-Regular Plan-Growth?
The 3 year annualized returns (CAGR) of Tata Banking And Financial Services Fund-Regular Plan-Growth are 16.29% as on 5 December, 2025.
What are 5 year CAGR returns of Tata Banking And Financial Services Fund-Regular Plan-Growth?
The 5 year annualized returns (CAGR) of Tata Banking And Financial Services Fund-Regular Plan-Growth are 16.62% as on 5 December, 2025.