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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) ₹924 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 2.23 2.14
Manager Manish Gunwani Rohit Seksaria
ISIN Code INF194KB1GE6 INF903J01629
Exits Load Bandhan Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./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 Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 4.85% 5.01%
6 Month -7.8% -7.95%
1 Year 10.72% 5.17%
3 Year - 16.77%
5 Year - 25.68%

SIP Return Analysis

Scheme Name Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month -0.73% -0.1%
1 Year 2.75% -2.09%
3 Year - 16.3%
5 Year - 18.22%

Rolling Lumpsum Returns

Scheme Name Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 32.27% 15.9%
3 Year - 13.42%
5 Year - 13.25%

Risk Management

Scheme Name Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation - 14.334%
Sharp - 0.693%
Beta - 0.933%
Alpha - 6.306%

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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
Funds Managed 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

Others 10.05 9.68
Mid Cap 15.81 5.9
Small Cap 9.79 25.26
Large Cap 64.35 59.16

Sector Allocation

Scheme Name

Bandhan Financial Services Fund - Regular (G)

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 6.97 5.61
Financial Services 90.91 94.39
Technology 1.75 -
Healthcare 0.37 -

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