Sundaram Financial Services Opportunities Fund Regular Plan vs Bandhan Financial Services Fund compare

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tortoise-icon Bandhan Financial Services Fund - Regular (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 Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹796 Cr ₹1386 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 28 Jul 2023 10 Jun 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over % 58%
Expense Ratio 2.27 2.11
Manager Manish Gunwani Rohit Seksaria
ISIN Code INF194KB1GE6 INF903J01629
Exits Load Exit load of 0.5%, if redeemed within 30 days./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 Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 2.81% 0.99%
6 Month 14.26% 14.76%
1 Year 37.68% 30.95%
3 Year - 19.35%
5 Year - 18.89%

SIP Return Analysis

Scheme Name Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month - -
1 Year 11.76% 12.5%
3 Year 11.76% 40.26%
5 Year 11.76% 71.75%

Rolling Lumpsum Returns

Scheme Name Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 17.06% 21.17%
3 Year 17.06% 57.22%
5 Year 17.06% 81.29%

Risk Management

Scheme Name Bandhan Financial Services Fund - Regular (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 Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Manish Gunwani Rohit Seksaria
Total AUM ₹8731 Cr ₹0 Cr
Fund Manage 4 15
Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

Bandhan Financial Services Fund - Regular (G)

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Large Cap 56.31 71.45
Others 13.7 5.48
Mid Cap 14.38 3.32
Small Cap 15.61 19.74

Sector Allocation

Scheme Name

Bandhan Financial Services Fund - Regular (G)

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Financial 74.03 92.18
Others 10.66 3.12
Services 7.27 -
Insurance 8.04 2.71
Unclassified - 1.98

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