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
| 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) | ₹5930 Cr | ₹1386 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 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 | 1.89 | 2.11 |
| Manager | Vinay Sharma | Rohit Seksaria |
| ISIN Code | INF204K01927 | INF903J01629 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.09% | -5.28% |
| 6 Month | 7.18% | 2.91% |
| 1 Year | 20.01% | 16.95% |
| 3 Year | 15.5% | 15.2% |
| 5 Year | 14.33% | 14.99% |
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.45% | 12.05% |
| 3 Year | 20.85% | 21.82% |
| 5 Year | 22.21% | 21.07% |
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.95% | 16.22% |
| 3 Year | 18.76% | 13.25% |
| 5 Year | 17.3% | 13.15% |
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.79% | 14.56% |
| Sharp | 0.79% | 0.9% |
| Beta | 0.95% | 0.9% |
| Alpha | 1.92% | 6.92% |
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| 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 |
| Fund Manage | 3 | 15 |
| Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Scheme Name |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.82 | 5.02 |
| Small Cap | 11.07 | 29.57 |
| Large Cap | 77.26 | 58.86 |
| Mid Cap | 10.85 | 6.67 |
| Scheme Name |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.82 | 5.02 |
| Financial | 89.48 | - |
| Insurance | 8.13 | 2.28 |
| Services | 1.57 | - |
| Finance | - | 23.92 |
| Banks | - | 60.7 |
| Capital Markets | - | 7.17 |
| Financial Technology (Fintech) | - | 1.03 |
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