- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1058 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 | -2.89% | -6.18% |
| 6 Month | 12.3% | 8.29% |
| 1 Year | 3.46% | -2.34% |
| 3 Year | - | 16.99% |
| 5 Year | - | 19.68% |
SIP Return Analysis
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.36% | -5.06% |
| 1 Year | 3.71% | -2.72% |
| 3 Year | - | 11.29% |
| 5 Year | - | 14.7% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.44% | 15.12% |
| 3 Year | - | 13.93% |
| 5 Year | - | 13.41% |
Risk Management
| Scheme Name | Bandhan Financial Services Fund - Regular (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.72% |
| Sharp | - | 1.00% |
| Beta | - | 0.88% |
| Alpha | - | 6.96% |
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 | 10.38 | 10.12 |
| Mid Cap | 15.62 | 3.87 |
| Large Cap | 57.26 | 63.77 |
| Small Cap | 16.74 | 22.23 |
Sector Allocation
| Scheme Name |
Bandhan Financial Services Fund - Regular (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.25 | 4.96 |
| Financial Services | 94.72 | 95.04 |
| Technology | 2.03 | - |
Top Comparisons
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
3Y Returns11.37%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns12.99%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns7.17%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.16%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns11.16%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns20.15%
HDFC Focused Fund - GROWTH PLAN
3Y Returns22.57%
HSBC Focused Fund - Regular Growth
3Y Returns16.45%
