- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
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 Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Financial Services Opportunities Fund Regular Plan vs Nippon India Banking and Financial Services Fund compare
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6226 Cr | ₹1386 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 26 May 2003 | 10 Jun 2008 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty Financial Services TRI |
| Turn Over | 38% | 58% |
| Expense Ratio | 1.88 | 2.14 |
| Manager | Vinay Sharma | Rohit Seksaria |
| ISIN Code | INF204K01927 | INF903J01629 |
| Exits Load | Nippon India Banking & Financial Services Fund - Growth charges 1.0% 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 | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.89% | 6.28% |
| 6 Month | -4.55% | -6.84% |
| 1 Year | 10.89% | 5.96% |
| 3 Year | 16.6% | 17.22% |
| 5 Year | 29.33% | 25.96% |
SIP Return Analysis
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.54% | -0.1% |
| 1 Year | 4.66% | -2.09% |
| 3 Year | 16.96% | 16.3% |
| 5 Year | 20.24% | 18.22% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.65% | 15.9% |
| 3 Year | 18.64% | 13.42% |
| 5 Year | 17.19% | 13.25% |
Risk Management
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.71% | 14.334% |
| Sharp | 0.705% | 0.693% |
| Beta | 0.887% | 0.933% |
| Alpha | 6.22% | 6.306% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Name | Vinay Sharma | Rohit Seksaria |
| Total AUM | ₹14183 Cr | ₹0 Cr |
| Funds Managed | 3 | 15 |
| Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.15 | 9.68 |
| Small Cap | 13.55 | 25.26 |
| Mid Cap | 16.41 | 5.9 |
| Large Cap | 68.88 | 59.16 |
Sector Allocation
| Scheme Name |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.15 | 5.61 |
| Financial Services | 96.09 | 94.39 |
| Technology | 2.76 | - |
Top Comparisons
Invesco India Corporate Bond Fund - Growth
3Y Returns6.49%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns6.31%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns19.03%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns14.42%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns16.15%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns12.18%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns6.35%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns6.54%
