Sundaram Financial Services Opportunities Fund Regular Plan vs Baroda BNP Paribas Banking and Financial Services Fund compare

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

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tortoise-icon Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Fund Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1386 Cr ₹147 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 10 Jun 2008 22 Jun 2012
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI NIFTY Financial Services TRI
Turn Over 58% 82%
Expense Ratio 2.11 2.46
Manager Rohit Seksaria Miten Vora
ISIN Code INF903J01629 INF955L01856
Exits Load For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
1 Month -4.48% -2.27%
6 Month 3.16% 8.91%
1 Year 16.85% 25.51%
3 Year 15.24% 13.13%
5 Year 14.96% 11.3%

SIP Return Analysis

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
6 Month - 7.09%
1 Year 5.41% -
3 Year 19.75% -
5 Year 20.13% -

Rolling Lumpsum Returns

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
1 Year 16.22% 11.66%
3 Year 13.25% 11.8%
5 Year 13.15% 11.62%

Risk Management

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Standard Deviation 14.56% 15.28%
Sharp 0.9% 0.44%
Beta 0.9% 0.98%
Alpha 6.92% 3.31%

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Fund Managers

Scheme Name Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Name Rohit Seksaria Miten Vora
Total AUM ₹0 Cr ₹6478 Cr
Fund Manage 15 6
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Market Cap

Scheme Name

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Others 5.02 7.97
Large Cap 58.86 69.4
Small Cap 29.57 18.31
Mid Cap 6.67 8.61

Sector Allocation

Scheme Name

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Others 5.02 7.97
Finance 23.92 18.11
Banks 60.7 68.98
Capital Markets 7.17 6.37
Financial Technology (Fintech) 1.03 1.14
Insurance 2.28 1.72

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