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Sundaram Financial Services Opportunities Fund Regular Plan vs Mirae Asset Banking and Financial Services Fund Regular Growth compare
Mirae Asset Banking and Financial Services Fund Regular Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Fund | Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹1736 Cr | ₹1386 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 11 Dec 2020 | 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 | 30% | 58% |
| Expense Ratio | 2.06 | 2.14 |
| Manager | Gaurav Kochar | Rohit Seksaria |
| ISIN Code | INF769K01GU5 | INF903J01629 |
| Exits Load | Data not available./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 | Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.27% | -0.47% |
| 6 Month | -5.47% | -7.64% |
| 1 Year | 4.37% | 3.09% |
| 3 Year | 12.2% | 15.57% |
| 5 Year | - | 13.49% |
SIP Return Analysis
| Scheme Name | Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -4.43% | -6.45% |
| 3 Year | 11.78% | 14.25% |
| 5 Year | - | 17.41% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.68% | 15.9% |
| 3 Year | 14.87% | 13.42% |
| 5 Year | - | 13.25% |
Risk Management
| Scheme Name | Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.713% | 14.505% |
| Sharp | 0.435% | 0.663% |
| Beta | 0.95% | 0.934% |
| Alpha | 3.232% | 6.487% |
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Fund Managers
| Scheme Name | Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Name | Gaurav Kochar | Rohit Seksaria |
| Total AUM | ₹1507 Cr | ₹0 Cr |
| Fund Manage | 1 | 15 |
| Mirae Asset Banking and Financial Services Fund Regular Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Mirae Asset Banking and Financial Services Fund Regular Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.13 | 4.32 |
| Large Cap | 67.14 | 61.19 |
| Mid Cap | 14.14 | 6.8 |
| Small Cap | 16.58 | 27.27 |
Sector Allocation
| Scheme Name |
Mirae Asset Banking and Financial Services Fund Regular Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.56 | 4.32 |
| Financial | 94.35 | - |
| Insurance | 4.37 | 2.23 |
| Services | 0.71 | - |
| Finance | - | 22.74 |
| Banks | - | 63.87 |
| Capital Markets | - | 5.31 |
| Financial Technology (Fintech) | - | 1.11 |
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