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Sundaram Financial Services Opportunities Fund Regular Plan vs Mirae Asset Banking and Financial Services Fund Regular Growth compare

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tortoise-icon Mirae Asset Banking and Financial Services Fund Regular Growth

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

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Chart Comparison

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

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 Very High
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 4.82% 6.37%
6 Month 6.69% 5.69%
1 Year 14.4% 11.55%
3 Year 18.46% 21.24%
5 Year - 26.22%

SIP Return Analysis

Scheme Name Mirae Asset Banking and Financial Services Fund Regular Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 8.51% 8.97%
1 Year 15.54% 13.11%
3 Year 18.72% 20.58%
5 Year - 20.46%

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% 14.334%
Sharp 0.435% 0.693%
Beta 0.95% 0.933%
Alpha 3.232% 6.306%

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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
Funds Managed 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 2.87 9.68
Large Cap 63.87 59.16
Small Cap 18.78 25.26
Mid Cap 14.48 5.9

Sector Allocation

Scheme Name

Mirae Asset Banking and Financial Services Fund Regular Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 0.69 5.61
Financial Services 97.16 94.39
Technology 2.15 -

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