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) ₹128 Cr ₹1453 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 0.79 2.11
Manager Himanshu Mange Rohit Seksaria
ISIN Code INF204KC1BV8 INF903J01629
Exits Load Data not available./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 Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month -4.4% -3.29%
6 Month -7.26% -7.71%
1 Year - 5.1%
3 Year - 14.97%
5 Year - 13.71%

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 - -3.5%
3 Year - 15.75%
5 Year - 17.93%

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 4.32
Large Cap 91.76 61.19
Mid Cap 7.6 6.8
Small Cap - 27.27

Sector Allocation

Scheme Name

Nippon India Nifty Bank Index Fund - Reg (G)

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 0.64 4.32
Financial 99.36 -
Finance - 22.74
Banks - 63.87
Capital Markets - 5.31
Financial Technology (Fintech) - 1.11
Insurance - 2.23

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