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Bandhan Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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tortoise-icon Bandhan Financial Services Fund - Regular (G)

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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 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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