Mirae Asset Banking and Financial Services Fund Regular Growth vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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tortoise-icon Mirae Asset Banking and Financial Services Fund Regular Growth

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

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Chart Comparison

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

Overview

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund Mirae Asset Banking and Financial Services Fund Regular Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1822 Cr ₹1386 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 11 Dec 2020 10 Jun 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI Nifty Financial Services TRI
Turn Over 30% 58%
Expense Ratio 2.05 2.11
Manager Gaurav Kochar Rohit Seksaria
ISIN Code INF769K01GU5 INF903J01629
Exits Load If redeemed within 1 year (365 days) from the date of allotment: 1%. If redeemed after 1 year (365 days) from the date of allotment: NIL./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month -0.27% 0.99%
6 Month 13.34% 14.76%
1 Year 22.1% 30.95%
3 Year 15.32% 19.35%
5 Year - 18.89%

SIP Return Analysis

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month - -
1 Year 9.68% 12.5%
3 Year 29.65% 40.26%
5 Year 34.78% 71.75%

Rolling Lumpsum Returns

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 14.64% 21.17%
3 Year 39.79% 57.22%
5 Year 42.39% 81.29%

Risk Management

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation 14.7% 14.56%
Sharp 0.7% 0.9%
Beta 0.92% 0.9%
Alpha 4.02% 6.92%

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Fund Managers

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Gaurav Kochar Rohit Seksaria
Total AUM ₹1507 Cr ₹0 Cr
Fund Manage 1 15
Mirae Asset Banking and Financial Services Fund Regular Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

Mirae Asset Banking and Financial Services Fund Regular Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 2.13 5.48
Large Cap 67.14 71.45
Mid Cap 14.14 3.32
Small Cap 16.58 19.74

Sector Allocation

Scheme Name

Mirae Asset Banking and Financial Services Fund Regular Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 0.56 3.12
Financial 94.35 92.18
Insurance 4.37 2.71
Services 0.71 -
Unclassified - 1.98

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