Baroda BNP Paribas Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Invest Now

tortoise-icon Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Fund Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1453 Cr ₹192 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 10 Jun 2008 22 Jun 2012
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI NIFTY Financial Services TRI
Turn Over 58% 82%
Expense Ratio 2.11 2.43
Manager Rohit Seksaria Miten Vora
ISIN Code INF903J01629 INF955L01856
Exits Load Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
1 Month -3.29% -4.33%
6 Month -7.71% -1.17%
1 Year 5.1% 9.97%
3 Year 14.97% 12.76%
5 Year 13.71% 10.21%

SIP Return Analysis

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
6 Month - 7.09%
1 Year -3.5% 3.64%
3 Year 15.75% 14.84%
5 Year 17.93% 15.18%

Rolling Lumpsum Returns

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
1 Year 16.22% 11.66%
3 Year 13.25% 11.8%
5 Year 13.15% 11.62%

Risk Management

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Standard Deviation 14.56% 15.28%
Sharp 0.9% 0.64%
Beta 0.9% 0.94%
Alpha 6.92% 4.34%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Name Rohit Seksaria Miten Vora
Total AUM ₹0 Cr ₹6478 Cr
Fund Manage 15 6
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Market Cap

Scheme Name

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Others 4.32 4.23
Large Cap 61.19 75.81
Small Cap 27.27 5.96
Mid Cap 6.8 14

Sector Allocation

Scheme Name

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Others 4.32 4.23
Finance 22.74 23.13
Banks 63.87 59.54
Capital Markets 5.31 7.33
Financial Technology (Fintech) 1.11 1.28
Insurance 2.23 4.49

Top Comparisons

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.72%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns4.92%

Compare Now

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns5.99%

VS

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns6.02%

Compare Now

ITI Pharma and Healthcare Fund Regular - Growth ITI Pharma and Healthcare Fund Regular - Growth

3Y Returns18.15%

VS

Nippon India Pharma Fund-Growth Plan-Growth Option Nippon India Pharma Fund-Growth Plan-Growth Option

3Y Returns19.27%

Compare Now

ITI Dynamic Bond Fund Regular - Growth ITI Dynamic Bond Fund Regular - Growth

3Y Returns6.18%

VS

HDFC Dynamic Debt Fund - Growth Option HDFC Dynamic Debt Fund - Growth Option

3Y Returns5.81%

Compare Now
Request call back
Add to Cart Successfully