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Nippon India Banking and Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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 | -3.28% | -4.21% |
| 6 Month | 9.98% | 6.86% |
| 1 Year | 11.84% | 6.32% |
| 3 Year | 19.02% | 19.17% |
| 5 Year | 26.02% | 22.83% |
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 | 3.44% | 2.35% |
| 1 Year | 11.41% | 6.95% |
| 3 Year | 16.61% | 15.17% |
| 5 Year | 18.5% | 16.88% |
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 | 11.84% | 12.72% |
| Sharp | 1.02% | 1.00% |
| Beta | 0.85% | 0.90% |
| Alpha | 8.03% | 7.91% |
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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