Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Invest Now

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) ₹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 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 9.84% 10.34%
6 Month 8.01% 7.35%
1 Year 15.99% 15.84%
3 Year - 21.93%
5 Year - 26.36%

SIP Return Analysis

Scheme Name Nippon India Nifty Bank Index Fund - Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 7.98% 8.97%
1 Year 13.74% 13.11%
3 Year - 20.58%
5 Year - 20.46%

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 - 14.334%
Sharp - 0.693%
Beta - 0.933%
Alpha - 6.306%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 0.3 9.68
Large Cap 84.02 59.16
Mid Cap 15.68 5.9
Small Cap - 25.26

Sector Allocation

Scheme Name

Nippon India Nifty Bank Index Fund - Reg (G)

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 0.3 5.61
Financial Services 99.7 94.39

Top Comparisons

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns21.27%

VS

Axis Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth

3Y Returns17.65%

Compare Now

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns6.79%

VS

Canara Robeco Short Duration Fund - Regular Plan - Growth Option Canara Robeco Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.36%

Compare Now

PGIM India Corporate Bond Fund - Growth PGIM India Corporate Bond Fund - Growth

3Y Returns6.71%

VS

Axis Corporate Bond Fund - Regular Plan Growth Axis Corporate Bond Fund - Regular Plan Growth

3Y Returns7.24%

Compare Now

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.81%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.81%

Compare Now
Add to Cart Successfully