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 1.35% 0.99%
6 Month 13.79% 14.76%
1 Year 26.49% 30.95%
3 Year 18.87% 19.35%
5 Year 17.5% 18.89%

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 9.46% 12.5%
3 Year 33.1% 40.26%
5 Year 68.94% 71.75%

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 21.51% 21.17%
3 Year 57.13% 57.22%
5 Year 77.73% 81.29%

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 3.23 5.48
Small Cap 10.52 19.74
Large Cap 75.52 71.45
Mid Cap 10.73 3.32

Sector Allocation

Scheme Name

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

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 1.47 3.12
Financial 89.24 92.18
Insurance 7.85 2.71
Services 1.44 -
Unclassified - 1.98

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