Nippon India Nifty Bank Index Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Nippon India Nifty Bank Index Fund - Reg (G)
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹131 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 | 0.79 | 2.14 |
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 | 0.76% | -0.47% |
6 Month | -3.81% | -7.64% |
1 Year | - | 3.09% |
3 Year | - | 15.57% |
5 Year | - | 13.49% |
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 | - | -6.71% |
3 Year | - | 14.17% |
5 Year | - | 16.92% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | - | 15.9% |
3 Year | - | 13.42% |
5 Year | - | 13.25% |
Risk Management
Scheme Name | Nippon India Nifty Bank Index Fund - Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 14.505% |
Sharp | - | 0.663% |
Beta | - | 0.934% |
Alpha | - | 6.487% |
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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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