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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) | ₹7185 Cr | ₹1514 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 | 3.56% | 4.38% |
| 6 Month | 5.84% | 4.25% |
| 1 Year | 11.81% | 8.29% |
| 3 Year | 17.88% | 18.14% |
| 5 Year | 25.69% | 22.34% |
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 | -0.07% | -0.63% |
| 1 Year | 11.02% | 7.58% |
| 3 Year | 14.42% | 12.35% |
| 5 Year | 16.36% | 14.82% |
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 | 20.57% | 14.82% |
| 3 Year | 18.67% | 14.08% |
| 5 Year | 17.38% | 13.47% |
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 | 12.00% | 13.09% |
| Sharp | 0.90% | 0.86% |
| Beta | 0.83% | 0.90% |
| Alpha | 6.35% | 6.42% |
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 | 5.56 | 10.56 |
| Mid Cap | 18.48 | 3.38 |
| Large Cap | 63.5 | 64.9 |
| Small Cap | 12.47 | 21.16 |
Sector Allocation
| Scheme Name |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.97 | 5.4 |
| Financial Services | 94.94 | 94.6 |
| Technology | 3.08 | - |
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