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 | -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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