Sundaram Financial Services Opportunities Fund Regular Plan vs Bandhan Financial Services Fund compare
Bandhan Financial Services Fund - Regular (G)
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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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