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Baroda BNP Paribas Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Chart Comparison
Overview
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Fund | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1605 Cr | ₹290 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 10 Jun 2008 | 22 Jun 2012 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 58% | 82% |
| Expense Ratio | 2.14 | 2.41 |
| Manager | Rohit Seksaria | Miten Vora |
| ISIN Code | INF903J01629 | INF955L01856 |
| Exits Load | Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 1 Month | -3.53% | -2.69% |
| 6 Month | 12.43% | 13.7% |
| 1 Year | 5.27% | 14.2% |
| 3 Year | 20.2% | 18.01% |
| 5 Year | 22.96% | 20.37% |
SIP Return Analysis
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 6 Month | 4.56% | 5.54% |
| 1 Year | 12.83% | 16.88% |
| 3 Year | 17.7% | 18.97% |
| 5 Year | 18.47% | 17.16% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 1 Year | 15.39% | 12.02% |
| 3 Year | 13.68% | 12.1% |
| 5 Year | 13.35% | 11.62% |
Risk Management
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Standard Deviation | 13.94% | 15.28% |
| Sharp | 1.31% | 1.21% |
| Beta | 0.90% | 0.95% |
| Alpha | 7.91% | 2.25% |
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Fund Managers
| Scheme Name | Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Name | Rohit Seksaria | Miten Vora |
| Total AUM | ₹0 Cr | ₹6478 Cr |
| Funds Managed | 15 | 6 |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
Market Cap
| Scheme Name |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 10.48 | 7.66 |
| Small Cap | 22.82 | 12.95 |
| Large Cap | 62.69 | 65.45 |
| Mid Cap | 4.02 | 13.95 |
Sector Allocation
| Scheme Name |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 5.69 | 3.79 |
| Financial Services | 94.31 | 93.13 |
| Technology | - | 3.08 |
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