- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 Risk | Very High Risk |
| 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 | -1.05% | -0.47% |
| 6 Month | -4.38% | -7.64% |
| 1 Year | 5.8% | 3.09% |
| 3 Year | - | 15.57% |
| 5 Year | - | 13.49% |
SIP Return Analysis
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -2.34% | -6.71% |
| 3 Year | - | 14.17% |
| 5 Year | - | 16.92% |
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 | - | 14.505% |
| Sharp | - | 0.663% |
| Beta | - | 0.934% |
| Alpha | - | 6.487% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
|---|---|---|
| Others | 13.7 | 4.32 |
| Mid Cap | 14.38 | 6.8 |
| Small Cap | 15.61 | 27.27 |
| Large Cap | 56.31 | 61.19 |
Sector Allocation
| Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 10.66 | 4.32 |
| Services | 7.27 | - |
| Financial | 74.03 | - |
| Insurance | 8.04 | 2.23 |
| Finance | - | 22.74 |
| Banks | - | 63.87 |
| Capital Markets | - | 5.31 |
| Financial Technology (Fintech) | - | 1.11 |
Top Comparisons
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns5.68%
HSBC Medium Duration Fund - Regular Growth
3Y Returns6.07%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns5.94%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns6.65%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.46%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.65%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns6.08%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns5.8%
