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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) ₹1056 Cr ₹1514 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% 4.22%
6 Month 7.17% 4.06%
1 Year 7.98% 6.44%
3 Year - 19.09%
5 Year - 21.74%

SIP Return Analysis

Scheme Name Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 2.91% 1.08%
1 Year 16.34% 12.29%
3 Year - 14.74%
5 Year - 16.21%

Rolling Lumpsum Returns

Scheme Name Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 15.28% 14.82%
3 Year - 14.08%
5 Year - 13.47%

Risk Management

Scheme Name Bandhan Financial Services Fund - Regular (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation - 13.09%
Sharp - 0.86%
Beta - 0.90%
Alpha - 6.42%

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 12.39 10.56
Mid Cap 16.19 3.38
Large Cap 57.51 64.9
Small Cap 13.91 21.16

Sector Allocation

Scheme Name

Bandhan Financial Services Fund - Regular (G)

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 6.11 5.4
Financial Services 91.89 94.6
Technology 2.01 -

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