Nippon India Nifty Bank Index Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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tortoise-icon Nippon India Nifty Bank Index Fund - Reg (G)

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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 Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund Nippon India Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹106 Cr ₹1386 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 22 Feb 2024 10 Jun 2008
Category Index Fund Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Bank TRI Nifty Financial Services TRI
Turn Over % 58%
Expense Ratio 0.83 2.11
Manager Himanshu Mange Rohit Seksaria
ISIN Code INF204KC1BV8 INF903J01629
Exits Load /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 Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month -2.88% -5.28%
6 Month 5.26% 2.91%
1 Year - 16.95%
3 Year - 15.2%
5 Year - 14.99%

SIP Return Analysis

Scheme Name Nippon India Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month - -
1 Year - 12.05%
3 Year - 21.82%
5 Year - 21.07%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year - 16.22%
3 Year - 13.25%
5 Year - 13.15%

Risk Management

Scheme Name Nippon India Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation - 14.56%
Sharp - 0.9%
Beta - 0.9%
Alpha - 6.92%

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Fund Managers

Scheme Name Nippon India Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Himanshu Mange Rohit Seksaria
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 10 15
Nippon India Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Nifty Bank Index Fund - Reg (G)

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 0.64 5.02
Large Cap 91.76 58.86
Mid Cap 7.6 6.67
Small Cap - 29.57

Sector Allocation

Scheme Name

Nippon India Nifty Bank Index Fund - Reg (G)

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 0.64 5.02
Financial 99.36 -
Finance - 23.92
Banks - 60.7
Capital Markets - 7.17
Financial Technology (Fintech) - 1.03
Insurance - 2.28

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