Baroda BNP Paribas Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Invest Now

tortoise-icon Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1085 Cr ₹112 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 2.18 2.46
Manager Rohit Seksaria Miten Vora
ISIN Code INF903J01629 INF955L01856
Exits Load For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1% if redeemed within 12 months./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 1.07% 1.16%
6 Month 13.88% 11.28%
1 Year 31.6% 23.43%
3 Year 20.52% 14.83%
5 Year 17.96% 12.18%

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 - -
1 Year 12.5% 10.39%
3 Year 40.26% 28%
5 Year 71.75% 48.14%

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 21.17% 15.59%
3 Year 57.22% 39.97%
5 Year 81.29% 55.7%

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 14.56% 15.28%
Sharp 0.92% 0.57%
Beta 0.9% 0.92%
Alpha 7.44% 2.4%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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

Large Cap 71.45 69.77
Small Cap 19.74 15.09
Others 5.48 4.19
Mid Cap 3.32 10.97

Sector Allocation

Scheme Name

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Financial 92.18 96.07
Others 3.12 0.59
Unclassified 1.98 -
Insurance 2.71 -
Services - 3.36

Top Comparisons

Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth

3Y Returns0%

VS

Axis Gold Fund - Regular Plan - Growth Option Axis Gold Fund - Regular Plan - Growth Option

3Y Returns14.62%

Compare Now

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns32.07%

VS

Invesco India Infrastructure Fund - Growth Option Invesco India Infrastructure Fund - Growth Option

3Y Returns31.95%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns15.39%

VS

UTI - Flexi Cap Fund-Growth Option UTI - Flexi Cap Fund-Growth Option

3Y Returns8.97%

Compare Now

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns19.19%

VS

DSP Multicap Fund - Regular (G) DSP Multicap Fund - Regular (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully