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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) | ₹1386 Cr | ₹214 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 | 2.42 |
| 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 | 2.4% | 2% |
| 6 Month | 5.8% | 4.67% |
| 1 Year | 10.93% | 17.54% |
| 3 Year | 24.64% | 21.64% |
| 5 Year | 25.5% | 22.23% |
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 | 11.77% | 12.18% |
| 1 Year | 19.92% | 25.76% |
| 3 Year | 20.79% | 21.08% |
| 5 Year | 20.21% | 18.28% |
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 | 14.334% | 15.28% |
| Sharp | 0.693% | 0.94% |
| Beta | 0.933% | 0.95% |
| Alpha | 6.306% | 2.14% |
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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 | 9.68 | 3.58 |
| Small Cap | 25.26 | 7.7 |
| Large Cap | 59.16 | 76.79 |
| Mid Cap | 5.9 | 11.93 |
Sector Allocation
| Scheme Name |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 5.61 | 3.58 |
| Financial Services | 94.39 | - |
| Capital Markets | - | 6.34 |
| Finance | - | 12.85 |
| Banks | - | 72.1 |
| Financial Technology (Fintech) | - | 1.33 |
| Insurance | - | 3.8 |
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