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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 ₹214 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 2.14 2.42
Manager Rohit Seksaria Miten Vora
ISIN Code INF903J01629 INF955L01856
Exits Load Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./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 6.84% 8.68%
6 Month -6.75% -3.24%
1 Year 8.24% 16.07%
3 Year 17.98% 17.41%
5 Year 25.23% 20.69%

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 -0.1% 2.1%
1 Year -2.09% 8.39%
3 Year 16.3% 17.47%
5 Year 18.22% 16.8%

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 15.9% 11.92%
3 Year 13.42% 11.91%
5 Year 13.25% 11.57%

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 14.334% 15.28%
Sharp 0.693% 0.53%
Beta 0.933% 0.94%
Alpha 6.306% 1.73%

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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
Funds Managed 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 9.68 3.8
Small Cap 25.26 7.82
Large Cap 59.16 74.21
Mid Cap 5.9 14.16

Sector Allocation

Scheme Name

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

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

Others 5.61 2.73
Financial Services 94.39 94.19
Technology - 3.08

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