Nippon India Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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tortoise-icon Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

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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 Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5930 Cr ₹1386 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 May 2003 10 Jun 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty Financial Services TRI
Turn Over 38% 58%
Expense Ratio 1.89 2.11
Manager Vinay Sharma Rohit Seksaria
ISIN Code INF204K01927 INF903J01629
Exits Load Exit load of 1%, if redeemed within 1 month./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 Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month -4.09% -5.28%
6 Month 7.18% 2.91%
1 Year 20.01% 16.95%
3 Year 15.5% 15.2%
5 Year 14.33% 14.99%

SIP Return Analysis

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month - -
1 Year 16.45% 12.05%
3 Year 20.85% 21.82%
5 Year 22.21% 21.07%

Rolling Lumpsum Returns

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 21.95% 16.22%
3 Year 18.76% 13.25%
5 Year 17.3% 13.15%

Risk Management

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation 14.79% 14.56%
Sharp 0.79% 0.9%
Beta 0.95% 0.9%
Alpha 1.92% 6.92%

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Fund Managers

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Vinay Sharma Rohit Seksaria
Total AUM ₹14183 Cr ₹0 Cr
Fund Manage 3 15
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 0.82 5.02
Small Cap 11.07 29.57
Large Cap 77.26 58.86
Mid Cap 10.85 6.67

Sector Allocation

Scheme Name

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 0.82 5.02
Financial 89.48 -
Insurance 8.13 2.28
Services 1.57 -
Finance - 23.92
Banks - 60.7
Capital Markets - 7.17
Financial Technology (Fintech) - 1.03

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