Bandhan Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Bandhan Financial Services Fund - Regular (G)
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bandhan Financial Services Fund - Regular (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Fund | Bandhan Financial Services Fund - Regular (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1039 Cr | ₹1548 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 28 Jul 2023 | 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 | % | 58% |
Expense Ratio | 2.23 | 2.14 |
Manager | Manish Gunwani | Rohit Seksaria |
ISIN Code | INF194KB1GE6 | INF903J01629 |
Exits Load | Bandhan Financial Services Fund - Regular Plan - Growth charges 0.5% 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 | Bandhan Financial Services Fund - Regular (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Month | 3.21% | 2.55% |
6 Month | 7.02% | 10.5% |
1 Year | 12.05% | 6.05% |
3 Year | - | 25.47% |
5 Year | - | 23.95% |
SIP Return Analysis
Scheme Name | Bandhan Financial Services Fund - Regular (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | 10.65% | 10.04% |
1 Year | 20.29% | 19.31% |
3 Year | - | 19.59% |
5 Year | - | 19.67% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Financial Services Fund - Regular (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 19.57% | 15.39% |
3 Year | - | 13.68% |
5 Year | - | 13.35% |
Risk Management
Scheme Name | Bandhan Financial Services Fund - Regular (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 13.94% |
Sharp | - | 1.31% |
Beta | - | 0.90% |
Alpha | - | 7.91% |
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Fund Managers
Scheme Name | Bandhan Financial Services Fund - Regular (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Name | Manish Gunwani | Rohit Seksaria |
Total AUM | ₹8731 Cr | ₹0 Cr |
Funds Managed | 4 | 15 |
Bandhan Financial Services Fund - Regular (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 8.29 | 10.82 |
Mid Cap | 14.31 | 4.78 |
Large Cap | 64.96 | 62.27 |
Small Cap | 12.44 | 22.13 |
Sector Allocation
Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 4.87 | 6.33 |
Financial Services | 93.14 | 93.67 |
Technology | 1.99 | - |
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