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) ₹6238 Cr ₹1453 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 26 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 1.88 2.11
Manager Vinay Sharma Rohit Seksaria
ISIN Code INF204K01927 INF903J01629
Exits Load Nippon India Banking & Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./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 0.35% 0.6%
6 Month 2.93% -1.7%
1 Year 9.14% 5.96%
3 Year 17.93% 17.73%
5 Year 13.83% 14.21%

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 7.54% 2.63%
3 Year 18.26% 18.74%
5 Year 21.18% 19.72%

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 4.32
Small Cap 11.07 27.27
Large Cap 77.26 61.19
Mid Cap 10.85 6.8

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 4.32
Financial 89.48 -
Insurance 8.13 2.23
Services 1.57 -
Finance - 22.74
Banks - 63.87
Capital Markets - 5.31
Financial Technology (Fintech) - 1.11

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