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Nippon India Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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tortoise-icon Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

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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 Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹7487 Cr ₹1605 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 26 May 2003 10 Jun 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty Financial Services TRI
Turn Over 38% 58%
Expense Ratio 1.88 2.14
Manager Vinay Sharma Rohit Seksaria
ISIN Code INF204K01927 INF903J01629
Exits Load Nippon India Banking & Financial Services Fund - Growth charges 1.0% 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 Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month -4.04% -3.73%
6 Month 12.78% 10.72%
1 Year 9.4% 4.79%
3 Year 19.38% 20%
5 Year 26.56% 23.53%

SIP Return Analysis

Scheme Name Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 5.72% 4.56%
1 Year 17.45% 12.83%
3 Year 19.21% 17.7%
5 Year 20.21% 18.47%

Rolling Lumpsum Returns

Scheme Name Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 20.81% 15.12%
3 Year 18.73% 13.93%
5 Year 17.32% 13.41%

Risk Management

Scheme Name Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation 13.21% 13.94%
Sharp 1.35% 1.31%
Beta 0.85% 0.90%
Alpha 8.03% 7.91%

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Fund Managers

Scheme Name Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Vinay Sharma Rohit Seksaria
Total AUM ₹14183 Cr ₹0 Cr
Funds Managed 3 15
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 5.62 10.48
Small Cap 13.94 22.82
Mid Cap 18.04 4.02
Large Cap 62.4 62.69

Sector Allocation

Scheme Name

Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 3.04 5.69
Financial Services 94.51 94.31
Technology 2.45 -

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